This article is about how to use Zapier in conjunction with Google Drive, Google Contacts, Gmail and Google Calendar to send SMS (text) and/or email reminders for appointments to your clients. I had a fun time making this and wanted to share.
The basic process, entirely automated except the first step, is this:
- Add an appointment to a Google calender.
- Zapier monitors the calender for appointments that are beginning within 24 hours. When it finds one that matches the criteria, it puts the appointment title and date/time info into a new row on Google Drive Spreadsheet.
- The Google Drive Spreadsheet uses a script to look up the client in Google Contacts, and grab SMS and email contact info, which it then places on the spreadsheet.
- Zapier picks up the updated info and sends reminder emails and SMSs through Gmail. I use the SMS@carrier-SMS.com format to send SMSs.