I want to be able to set up a webhook between Zapier and Amelia to generate a weekly report and email to me with a list of customers who have their last booking within the next 14 days. What is the best trigger for this webhook? How would you go about it?
Webhooks fire when an appointment or an event is booked, rescheduled, canceled, or its status has changed (depending on what you need). If you need a webhook to fire with each of these statuses, you need to create 4 different hooks. They could be stored somewhere in Zapier, but creating a weekly report is something you'd need to prepare elsewhere. So, for example, you'd store all appointments and data collected from a webhook in an Excel file, and then you'd create some custom rule using MailChimp or something else to email that reports every Sunday at 23:59.
Hope this helps you.
Feel free to contact us if you have any other questions.
Firstly, I have worked out how to get each completed booking to the spreadsheet then Zapier takes over to create the report and send it each Monday morning. however when it does this or someone books or adds a booking it prints in to sheets every booking not just the last booking. Am i missing a step. Here is the link to my zap https://zapier.com/shared/1aed64a01025c0c04dd77e82ef52c3beb54c122f
Below is how it is put into a spreadhseet
I also want my webhook to catch any time an appointment changes, in particular if this appointment change changes the last appointment date. How can I do this? My new Zapier webhook link keeps failing
Basically when the last appointment date changes for any customer either when they initially book or update it i want it placed and updated for that customer in the spreadsheet in order to publish a quick report weekly to me
JSON has this structure: {appointment:{}, booking:{}}
Appointment holds all data, for all bookings (previously booked, canceled, rejected); Booking holds only last booking (booking that triggered WebHook);
Hope this helps you.
Feel free to contact us if you have any other questions.
I have managed to figure out how to use the Booking Complete webhook to create and update the spreadsheet in order to create a report.
My issue now is when I am building the reschedule or status change web hook to catch an updated booking, I want the zap to know if the Last Appointment date has changed. For example finding the field for Last appointment date on the webhooks and updating it, if necessary
All of this is made really easy if we just have access to the cell in the database that stores Last Appointment booking
Are you looking for an appointment date before it is changed to the reschedule webhook? The last appointment date of the customer doesn’t have to be related to the appointment being changed. What do you need exactly in the "status change" webhook, when it is triggered only when the status changes, so the date will be the same?
I want to be able to set up a webhook between Zapier and Amelia to generate a weekly report and email to me with a list of customers who have their last booking within the next 14 days. What is the best trigger for this webhook? How would you go about it?
Hello Matthew,
Thank you for reaching out to us.
Webhooks fire when an appointment or an event is booked, rescheduled, canceled, or its status has changed (depending on what you need). If you need a webhook to fire with each of these statuses, you need to create 4 different hooks. They could be stored somewhere in Zapier, but creating a weekly report is something you'd need to prepare elsewhere. So, for example, you'd store all appointments and data collected from a webhook in an Excel file, and then you'd create some custom rule using MailChimp or something else to email that reports every Sunday at 23:59.
Hope this helps you.
Feel free to contact us if you have any other questions.
Kind Regards,
Uros Jovanovic
[email protected]
Rate my support
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I figured this out
Hello Matthew,
Glad to hear that.
Feel free to contact us if you have any other questions.
Kind Regards,
Uros Jovanovic
[email protected]
Rate my support
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Hi guys another 2 questions
Firstly, I have worked out how to get each completed booking to the spreadsheet then Zapier takes over to create the report and send it each Monday morning. however when it does this or someone books or adds a booking it prints in to sheets every booking not just the last booking. Am i missing a step. Here is the link to my zap https://zapier.com/shared/1aed64a01025c0c04dd77e82ef52c3beb54c122f
Below is how it is put into a spreadhseet
I also want my webhook to catch any time an appointment changes, in particular if this appointment change changes the last appointment date. How can I do this? My new Zapier webhook link keeps failing
Basically when the last appointment date changes for any customer either when they initially book or update it i want it placed and updated for that customer in the spreadsheet in order to publish a quick report weekly to me
Hello Matthew,
Thank you for reaching back to us.
I have passed this to our level 2 support team and we will provide you with an update as soon as we have one.
Thank you for your patience.
Kind Regards,
Uros Jovanovic
[email protected]
Rate my support
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Hello Matthew,
Here is an update from our developers:
JSON has this structure: {appointment:{}, booking:{}}
Appointment holds all data, for all bookings (previously booked, canceled, rejected);
Hope this helps you.Booking holds only last booking (booking that triggered WebHook);
Feel free to contact us if you have any other questions.
Kind Regards,
Uros Jovanovic
[email protected]
Rate my support
Try our FREE mapping plugin! MapSVG - easy Google maps, interactive SVG maps, and floor plans, choropleth maps and much more - https://wordpress.org/plugins/mapsvg-lite-interactive-vector-maps/
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Amelia: FAQ | Facebook | Twitter | Instagram | Amelia demo sites | Docs | Discord Community
You can try wpDataTables add-ons before purchasing on these sandbox sites:
Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
I have managed to figure out how to use the Booking Complete webhook to create and update the spreadsheet in order to create a report.
My issue now is when I am building the reschedule or status change web hook to catch an updated booking, I want the zap to know if the Last Appointment date has changed. For example finding the field for Last appointment date on the webhooks and updating it, if necessary
All of this is made really easy if we just have access to the cell in the database that stores Last Appointment booking
Hello Matthew,
Thank you for reaching back to us.
I have passed this issue to our level 2 support team and we will provide you with an update as soon as we have one.
Thank you for your patience.
Kind Regards,
Uros Jovanovic
[email protected]
Rate my support
Try our FREE mapping plugin! MapSVG - easy Google maps, interactive SVG maps, and floor plans, choropleth maps and much more - https://wordpress.org/plugins/mapsvg-lite-interactive-vector-maps/
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Amelia: FAQ | Facebook | Twitter | Instagram | Amelia demo sites | Docs | Discord Community
You can try wpDataTables add-ons before purchasing on these sandbox sites:
Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
Hello Matthew,
We have since passed this issue to our developers and we will provide you with an update as soon as we have one.
Kind Regards,
Uros Jovanovic
[email protected]
Rate my support
Try our FREE mapping plugin! MapSVG - easy Google maps, interactive SVG maps, and floor plans, choropleth maps and much more - https://wordpress.org/plugins/mapsvg-lite-interactive-vector-maps/
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
Amelia: FAQ | Facebook | Twitter | Instagram | Amelia demo sites | Docs | Discord Community
You can try wpDataTables add-ons before purchasing on these sandbox sites:
Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
Hello Matthew,
I have additional questions regarding your query.
Are you looking for an appointment date before it is changed to the reschedule webhook? The last appointment date of the customer doesn’t have to be related to the appointment being changed. What do you need exactly in the "status change" webhook, when it is triggered only when the status changes, so the date will be the same?
Looking forward to your reply.
Kind Regards,
Uros Jovanovic
[email protected]
Rate my support
Try our FREE mapping plugin! MapSVG - easy Google maps, interactive SVG maps, and floor plans, choropleth maps and much more - https://wordpress.org/plugins/mapsvg-lite-interactive-vector-maps/
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
Amelia: FAQ | Facebook | Twitter | Instagram | Amelia demo sites | Docs | Discord Community
You can try wpDataTables add-ons before purchasing on these sandbox sites:
Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables