How Do I Create an Automation To Send a Notification to a Customer Regarding an Appointment?

This Event-based Automation will send an email or text notification to a Contact when they have been related to a Task that is assigned to a specific Type.

Prior to setting up the Automation, create an Email Template.

Recipe:

Choose the "Event based" trigger type
Select the "Task" trigger record
Choose when the record type is "Created"
Select +Add Condition
1. If Task Type is "Appointment"
Check the radio for "Require all conditions to be true"
Select +Add Action
Choose the "Send Email" Action
Select the appropriate Email Template from the drop-down menu
Choose "All Related Contact(s)" as your recipient, then Save
Save the Automation when you are finished

Add a section action for Send Text Message if you'd like to send a text along with your email.

Once you create a Task and assign it to the "Appointment" Task Type, this Automation will trigger and send an email to notify the Contact(s) related to the Task.