Appointment Scheduling has never been easier now that FuseDesk connects to your favorite calendaring tools with Zapier.
This empowers your team to automatically create and update FuseDesk cases as your prospects and customers schedule, cancel, and reschedule events. FuseDesk connects to your favorite self-scheduling calendar tools like Calendly, AppointmentCore, ScheduleOnce, Google Calendar, and more.
To get started, create your free Zapier account and then add your FuseDesk account.
Creating a New FuseDesk Case from a Scheduled Appointment
To create a new FuseDesk Case when someone schedules an appointment, first create a new Zap in Zapier.
For your Trigger, choose and connect your favorite calendaring tool and select Schedules Appointment as the Trigger.
For your Action, choose FuseDesk and select Create FuseDesk Case as the Action.
You can then fill in the fields of your new case for your business needs and leverage all of the merge fields available from your appointment scheduling tool.
Pro Tip: You can add FuseDesk Case Tags to help you organize your appointment cases – and find them more easily later on!
Updating an Existing FuseDesk Case from an Appointment Cancellation
To update an existing FuseDesk case from an appointment cancellation, first create create a new Zap in Zapier.
For your Trigger, choose and connect your favorite calendaring tool and select Cancels Appointment as the Trigger.
You’ll then need two Actions. One to find a FuseDesk Case and the next to Update it.
For your first Action, choose FuseDesk and select Find Case as the Action.
Configure your search criteria to find the case you created above. For example, use the contact’s email address, title of the case, and/or case tags.
For your second Action, choose Update FuseDesk Case and pass in the Case Number from your found case and then any updates in the rest of the fields.
You’ll likely want to change the case Status to Closed and update the case summary or details to reflect the cancellation.
Pro Tip: You can include the case details in your updated case details so you can preface the case description with the cancellation notice. You can do the same for the case summary so you can, for example, update the title to start with “Cancelled” and then include the original case title.
Updating an Existing FuseDesk Case from an Appointment Reschedule
Follow the same steps as above for cancellation just with a trigger event of appoint rescheduled.
Then, instead of, for example, closing the case, you could just update the case to include the new appointment time.
Pro Tip: You can include the case details in your updated case details so you can preface the case description with the rescheduled date/time