Appointment events

Modified on Mon, 6 Jul at 2:56 PM

  • Different appointment events can be used as part of lead actions, allowing actions to be automatically scheduled based on appointment activity.
  • This article covers appointment-related events only - for the full list of available events, see the lead actions guide.

Available Appointment Events

  • Appointment Created - triggers when an appointment is created by a user or customer.
  • Appointment Created - Internal - triggers when an appointment is created by a user only.
  • Appointment Created - Customer - triggers when an appointment is created by a customer only.
  • Appointment Updated - triggers when an appointment is updated.
  • Appointment Cancelled - triggers when an appointment is cancelled by a user or customer.
  • Appointment Started - triggers when the appointment start time is reached.
  • Appointment Completed (task ticked off) - triggers when an appointment is marked as complete.
  • Appointment 1 Hour Before - triggers 1 hour before the appointment start time.
  • Appointment 1 Day Before - triggers 1 day (24 hours exactly) before the appointment start time.
  • Appointment 3 Days Before - triggers 3 days (72 hours exactly) before the appointment start time.
  • Appointment 1 Week Before - triggers 7 days (168 hours exactly) before the appointment start time.
  • Appointment 1 Day After - triggers 1 day (24 hours exactly) after the appointment.
  • Appointment 1 Week After - triggers 7 days (168 hours exactly) after the appointment.

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