Automation · Workflows
The Workflows section enables you to automate actions triggered by appointments, CRM activity, forms... and so on.
A workflow is configured with a trigger and an action:
Different types of triggers are available:
Action can be an email, a text message, a CRM tag, a watcher (ie: an API call to a third-party system) or a change of the appointment status:
For multi-participant appointments, the triggers “A participant has been added” and “A participant has been removed” let you act when a participant is added to or removed from an appointment.
The Change the appointment status action lets you, for example with the trigger “The appointment end time has passed”, automatically apply a status chosen from the default statuses and your custom statuses.