This blog will show you how to send emails to users when appointments are created. To achieve this user needs to create a workflow that will be called on when a meeting is created.
Follow the below steps to create a workflow to send emails regarding the meeting:
Step 1: Navigate to Settings > Processes
Step 2: Click on the New button to create a new process. And it will open a pop-up. Fill in the details to create a new process.
- Process name: Here, give the name of the process
- Category: Select Workflow
- Entity: Select Meeting (as we want to send an email on creating an appointment)
- Type: Choose ‘New blank process’
Now click on the OK button.
Step 3: It will open a pop-up. We will configure the steps to send an email on creating an appointment.
- Scope: Select the scope based on the requirement.
- Start When: Select ‘Record is created’ as we want to email the user when an appointment is created.
Step 4: Now, we will add the steps.
Click on ‘Add Step.’ It will show multiple options.
A. Firstly, add the step, and here we will check whether the Regarding field has ‘Account’ or ‘Contact’ by adding the If condition.
➢ Click on ‘Add Step’ and add the ‘Check Condition’ Stage.
➢ Add conditions to check whether it is an ‘Account’ or ‘Contact’ record under Regarding.
➢ Click on Save and Close
B. If the above condition is satisfied, then we add a new Step. We will configure it to send emails to that ‘Account’ or ‘Contact’ record.
➢ Click on ‘Select this row and click Add Step.’
➢ Now add the step as Send Email.
➢ Now give the proper description to the step and click on Set Properties.
➢ Set properties for sending emails like From, To, Subject, and Description. Click on Save and Close.
Step 5: Now Save and Activate the workflow.
Now whenever any appointment is created and if the Regrading is ‘Contact’ or ‘Account,’ that contact or account will get an email about that appointment.
In this way, we can send emails on appointment creation.
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