Today I spent almost the entire day going back and forth in the same few problems to try to figure out how specific automation is done on Integromat. Sometimes I would get really frustrated and have to force myself to step away from the computer and walk around for a bit. But after a few cycles of rinse and repeat, I'm proud to say that I've finally figured out the core features that I wanted to create.
So far I've used Integromat to automatically create three tables:
Appointments and Orders tables are very straightforward. They would "listen" to what happens on Acuity and whenever there is a new activity like a new order being placed or an appointment being canceled, they would create a new row in the Airtable.
The main issue I was working on is how to use these data to create a CRM that mainly keeps tracks of all the customers that purchased a package and/or schedule an appointment. I've finally figured out how to automatically link a new or existing client with the order or appointment entry in the other two tables, but still having trouble with linking more than one.
I'm not completely optimistic about how to solve this issue as I've already scoured through forums trying to find the solution I need, but that's not going to stop me! I'm a few steps from the finish line, and it's so exciting.
Stay tuned for the launch!