Steps to trigger an automation flow on calendar appointments
Create a contact flow
💡 How to create a contact flow?
Change the flow trigger.
Please, open the flow editor and click on the right hamburger icon
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If you have existing triggers, you can remove them
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And you can add a new trigger by clicking the ‘plus’ icon
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The system will show you all the available triggers inside the System. Under the ‘CRM’ tab, you will get the ‘Meeting Scheduled’ trigger.
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Please, select and save the setting.
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Now, you will see the ‘Meeting Scheduled’ as the trigger
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Add the ‘Wait For Amount of Time’ step
Add the ‘Wait For Amount of Time’ step to the flow. You will have the step under the ‘Logic’ section
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On the setting window, please select the ‘Wait Till specific Date’ option
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On the ‘Date Till Wait To’ dropdown, you will have the ‘Meeting Time (For Calculation)’ option
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Here, you can manage other settings as per your requirement
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And finally, save the setting.
Complete the flow with other steps
Please, add all the necessary steps and publish the flow
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