Triggering a Flow by Calendar Appointment

Create a Contact Flow for Calendar Appointments

Load the Flow Machine

• Navigate to the flow machine by clicking the “Flows” on the left side menu.
• Click on the ‘Create Flow’ button.
• The system will pop up a message box, and you will have to select the first option, 'Contacts'.
• Click on the ‘Select’ button.

Drag and drop to build flow

Drag and drop elements on the flow builder to add steps

Change trigger type

• 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.
• Click on the ‘CRM’ tab
• Select the ‘Meeting Scheduled’ option.

Save the flow

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