How to trigger an automation flow on calendar appointments?

Steps to trigger an automation flow on calendar appointments

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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