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How do I create an Automation to send a notification to a customer regarding an appointment?
This Event-based Automation will send an email 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
- If Task Type is equal to "Appointment"
- Check the radial 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 Rule when you are finished
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.