– Appointment Trigger
The “Appointment Trigger” workflow runs when an appointment is being made. The update in appointment status depends on the filter you choose.
.png?alt=media)
All Filters
Appointment Status is
By clicking on the “appointment Status is”, you can decide if you want the trigger to respond only when;
- There’s a New appointment, or
- The appointment is Confirmed, or
- The appointment is Canceled, or
- The client/prospects Showed up for the appointment, or
- The client/prospects don’t Show up for the appointment (No-Show), or
- The appointment is Invalid.
.png?alt=media)
Has Tag
When you select a tag in the “Has tag” filter, and a customer that is linked to this tag you chose updates their appointment status, this workflow will automatically trigger.
.png?alt=media)
In calendar
When you select a particular user’s calendar in the “In calendar” filter, this workflow will automatically trigger whenever there’s a change in the appointments status of any customer linked with this specific calendar only.
For instance; Jim John’s (a sales representative) calendar has been selected in the “In calendar” filter and if a customer confirmed an appointment on this calendar, the workflow will trigger.
.png?alt=media)