Adding CRM Automation to your Scheduling Link

While creating your Scheduling Link, AppointmentCore allows you to configure your CRM automation for the following actions:

• Send Webhook
• Map AppointmentCore fields to CRM
• Infusionsoft API call
• Apply tag(s) to CRM contact record
• Remove tag(s) from CRM contact record
• Assign deal stage to attendee(s)
• Send Webhook (Legacy)

These can be enabled in the fourth stage (Automations stage) of the Scheduling Link creation process.

Here’s how:

Click Campaigns & Automations on the left side of the Automations page,  In the Campaigns & Automations section, under Manage Campaigns & Automations, click the Add CRM Automation button next to CRM & Webhooks.
In the Title field, enter the name you want for the automation. In the What section, select the type of automation you wish to create from the dropdown menu.
In the When section, select when to trigger the event, then set the time for it. Once done, click the Configure button to continue setting up the automation. Note: configuration options may vary depending on the type of automation you select in the What section. Fill in the necessary fields, then click the Create button in the bottom-right corner to apply your settings. Once created, you’ll see the new automation added under CRM & Webhooks. You can then add as many CRM automations as you wish by clicking the Add CRM  Automation button.