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.