💡 What's an automation flow?

Steps to trigger a flow by calendar appointment #

Create a contact flow #

Load the flow builder #

Navigate to the flow builder by clicking the “Flows” on the left side menu. Then when you have the flow page open, you will see a link to “Flows” on the top of your page. Please click that. Click on the ‘Create Flow’ button.

The system will pop up a message box, and you will have to select the first option, 'Contacts'. Now, click on the ‘Select’ button.

Drag and drop to build flow #

Drag and drop elements on the flow builder to add steps

Video guideline on automation flow

Change trigger type #

Please, click on the hamburger icon on the flow builder.

Click on the trigger link.

Here you will get the list of all the existing inputs. Please, click on the ‘CRM’ tab and select the ‘Meeting Scheduled’ option.

Save the flow #

After completing the design works, please click on the ‘Save’ button.