2h ago
Feature request: Include appointment type and category in Zapier triggers
Please add the following fields to the Appointment Status Updated Zapier trigger:
Appointment type ID and name, such as Regular Domestic Cleaning, Spring Cleaning, End-of-lease Cleaning or Carpet Cleaning.
Appointment category: Residential, Commercial, Internal or Other.
We’re automating draft invoice creation in Xero when a cleaning appointment is marked Completed. These fields would let us select the correct invoice item, description and revenue account automatically.
The current “Service description” field only returns “One-Time Service” or “Recurring Service”, which doesn’t identify the service performed. Residential and Commercial appointments can also both be called “Standard clean”, so we need both the type and category.
It would also be useful to introduce and expose:
A customer billing basis: hourly or fixed-price, separate from cleaner pay settings.
Original booked labour hours and an itemised breakdown of service charges, extras and discounts, where available.
Those additions would help calculate invoices correctly when actual working time differs from the booking, while preserving fixed-price charges.
For now, we must assign a generic Xero item and manually review each draft. Matching against CSV exports adds delays and maintenance.
Our highest priority is exposing the existing appointment type and category fields in the trigger. This would benefit integrations with Xero and other accounting and CRM platforms.
Pending