Workflows API Overview

The Workflows API in Slotify enables you to automate and customize actions that occur during different stages of the booking lifecycle. Workflows are designed to enhance the booking experience by automating tasks such as sending reminders, triggering webhooks, or executing custom actions based on booking events and states.

This API allows you to define, manage, and execute workflows tailored to your specific business processes, ensuring a seamless and efficient scheduling operation.

Key Features of the Workflows API

  • Automated Actions: Define actions that are automatically triggered based on booking events such as confirmations, cancellations, reminders, or state changes.
  • Flexible Trigger Conditions: Configure workflows to trigger actions based on specific conditions, such as time-based triggers (e.g., reminders 24 hours before an appointment) or state-based triggers (e.g., sending a notification when a booking is confirmed).
  • Customizable Actions: Actions within workflows can include sending emails, SMS messages, triggering web hooks, or any other custom action needed for your business.
  • Multi-Action Support: Workflows can consist of multiple actions, allowing for complex sequences of events to be automated. For example, a workflow might send a confirmation email immediately after booking and a reminder SMS an hour before the appointment.
  • Dynamic Data Integration: Use placeholders and variables within workflows to dynamically include booking details, customer information, or other relevant data in the actions, making each interaction personalized and context-aware.

Common Use Cases

  • Appointment Reminders: Set up workflows to automatically send email or SMS reminders to customers before their scheduled appointments, reducing no-shows and enhancing the customer experience.
  • Booking Confirmations: Automatically send confirmation messages or trigger third-party integrations (e.g., CRM updates) when a booking is confirmed, keeping all stakeholders informed and aligned.
  • Follow-up Communications: Use workflows to schedule follow-up actions, such as sending feedback requests or promotional offers after an appointment, helping to maintain engagement with your customers.
  • Automated State Changes: Trigger specific actions when bookings enter different states, such as notifying staff when a booking is canceled or updating calendars upon booking reschedules.

Authentication

Before using the Slotify API to manage workflow, you must authenticate your requests using App tokens. You can obtain an App token by signing up for a Slotify account and going to navigate to app settings page.

All requests to the Slotify API must include an Authorization header with the value "Bearer <AppToken>". App token must be base 64 encoded.

Rate Limits

The Workflows API is subject to rate limits to ensure fair usage and optimal performance. Please refer to the rate limiting section of the pricing tier for more details on managing your API usage effectively.

Next Steps