Automation Recipes

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.


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

    Screen Shot 2021-08-05 at 2.48.30 PM
    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.