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Smart Client Relationship & Appointment Automation

by Marth - Business AutomationUpdated Aug 2026
RequiresGoogle SheetsGoogle SheetsTwilioTwilio
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GCGoogle Calendar TriggerGoogle Calendar…Get Client Data from CRMGet Client Data…IfIf (New vs. Returning Customer)If (New vs. Ret…New Customer Welcome & ReminderNew Customer We…Returning Customer ReminderReturning Custo…WaWait (After Appointment)Wait (After App…Send Survey/Review RequestSend Survey/Rev…ScRe-engagement TriggerRe-engagement T…Find Clients Needing Re-engagementFind Clients Ne…Re-engagement OfferRe-engagement O…1234567
1/5
FLOWS
STEPS · 7
Starts on a Google Calendar event

On a Google Calendar event, looks up the client in Google Sheets and sends Twilio SMS appointment reminders after a scheduled wait.

Tags

eventmediumGoogle SheetsTwilioLead Nurturingdiscoveredpending-review
Connects
sheetsGoogle SheetstwilioTwilio
CategoryContent Marketing
Triggerevent
Complexitymedium
Nodes10
AddedJun 27, 2026