Send a Twilio SMS reminder after an imeetify appointment is confirmed

When an appointment is confirmed in imeetify, this workflow texts the attendee through Twilio with the details you choose, so they have the date and time on their phone.

imeetify

Twilio

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2 steps Setup ~5 min Used on 1.2k sites Free to import

The Send a Twilio SMS reminder after an imeetify appointment is confirmed workflow on the FlowMattic canvas, with 2 steps across imeetify, Twilio — The workflow as it appears in the builder after import. Each step opens for editing.

What this workflow does

A booking confirmation email can get lost among everything else in an inbox. A short text with the date and time is easier to find later. This workflow sends that text through your Twilio number once an imeetify appointment is confirmed.

The imeetify trigger fires when a new appointment is confirmed. FlowMattic passes the appointment data to Twilio, whose Send SMS action texts a number you map. You write the message and add values from the booking, such as the attendee's name and the appointment time, if a test run shows imeetify sends them.

The text goes out straight after confirmation, not shortly before the appointment. For a reminder nearer the time, add a Delay step before Twilio, as described in the tips. Each run, and Twilio's response, is listed in Task History.

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How this workflow runs

What happens at each step once the workflow is on, and what you need before you import it.

Step 1Trigger
imeetify Appointment Confirmation
Runs for every imeetify booking that reaches confirmed. The appointment data is passed on so you can map it into the SMS text and the recipient's number.
Step 2Action
Twilio Send SMS
Sends an SMS from your Twilio number to the attendee. Map their phone number from the booking data and write the message using the appointment details.

What you need

FlowMatticCore
imeetify AccountAccount
Twilio AccountAccount

After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.

Make it yours

Changes worth making after you import it.

To text closer to the appointment, add a Delay step between the trigger and Twilio. A fixed wait counts from confirmation, so check whether the Delay options let you wait until a date from the booking.
Add a Filter that continues only when the attendee's phone number is not empty, if the booking form doesn't require one. Twilio can't send without a number.
Import a second copy with imeetify's Appointment Cancellation trigger, so attendees also get a text when a booking is cancelled.

Questions about this workflow

Is this a reminder before the imeetify appointment?

As imported, the SMS is sent when the appointment is confirmed. Add a Delay step if you want it sent later, nearer the appointment time.

What format must the phone number be in for Twilio?

Twilio expects international format with the country code, such as +44 followed by the number. Check a test booking to see how imeetify stores numbers.

Which number does the imeetify text come from?

A sending number on your own Twilio account. You connect that account in the Send SMS step and choose the number there.

Will cancelled imeetify appointments get a text?

No. This trigger only covers confirmations. Use the Appointment Cancellation trigger in another workflow for those.