What You’ll Need:
A Zapier account
An active Appointy account
Your DirectIQ login credentials
Available Zap Templates
We offer pre-built Zapier templates to make setup quick and easy:
📩 Add DirectIQ Contact When New Customer Is Created in Appointy
Automatically capture new customer data from Appointy and add them as contacts into DirectIQ for future marketing and segmentation.
📬 Send DirectIQ Transactional Email When New Customer Is Created in Appointy
Trigger transactional emails in DirectIQ immediately after a new customer is added in Appointy, perfect for welcome messages or account confirmations.
📩 Add DirectIQ Contact When New Appointment Is Created in Appointy
Automatically add contacts based on new appointment bookings, ensuring your email list stays updated with your active clients.
📬 Send DirectIQ Transactional Email When New Appointment Is Created in Appointy
Send instant transactional emails such as appointment confirmations, reminders, or instructions triggered by new bookings.
Setup Instructions:
1️⃣ Choose Your Template
Click on one of the templates above to get started.
2️⃣ Connect Your Accounts
Zapier will prompt you to sign in to both your Appointy and DirectIQ accounts.
3️⃣ Map Your Fields
Select the data you want to map, such as:
Customer First Name
Customer Last Name
Email Address
Any extra Fields
4️⃣ Set Up Your Transactional Email
In DirectIQ, create your transactional email template. Zapier will trigger this email when a new customer or appointment is created. Here you need to map the recipient, subject, sender address, and content.
5️⃣ Test & Activate
Test your Zap to ensure everything works smoothly. Once confirmed, turn on your Zap to automate the process.
Need Assistance?
If you need help setting up your integration or customizing your email templates, our support team is here for you. Contact us anytime at: support@directiq.com