---
title: How Do I Create an Automation To Send a Notification to a Customer Regarding an Appointment?
description: 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.
---

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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 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](https://support.jobnimbus.com/how-do-i-create-an-email-template?hsLang=en).

#### 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 "**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
    
    ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Mar-06-2023-09-27-48-6172-PM.png?width=600&height=591&name=image-png-Mar-06-2023-09-27-48-6172-PM.png)
    
    ![Screen Shot 2021-08-05 at 2.48.30 PM](https://support.jobnimbus.com/hs-fs/hubfs/Screen%20Shot%202021-08-05%20at%202.48.30%20PM.png?width=600&name=Screen%20Shot%202021-08-05%20at%202.48.30%20PM.png)  
    Add a section action for **Send Text Message** if you'd like to send a text along with your email.
    
    ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Mar-06-2023-09-28-50-5081-PM.png?width=697&height=661&name=image-png-Mar-06-2023-09-28-50-5081-PM.png)

Once you [create a Task](https://support.jobnimbus.com/how-do-i-create-a-task?hsLang=en) 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.

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