Automation Recipes
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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:

      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 equal to "Appointment"
      5. Check the radial 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 Rule when you are finished

      Automations Event - Recipe 07 new

      Screen Shot 2021-08-05 at 2.48.30 PM

      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.