The Scheduler Appointment Workflow Trigger in Lawcus allows you to automate various tasks, notifications, and reminders associated with client appointments.
Setting up the Workflow Trigger
Let's understand how you can set the Scheduler Appointment Trigger with an example where you are creating leads based on Appointment:
1. Navigate to the left side menu and click 'Automation.'
2. Click the + Add Workflow button to create a new workflow.
3. Put a Workflow Name and Workflow Description for the workflow to quickly identify it in the future.
4. Setup Trigger type by clicking on 'Select trigger' and selecting New Scheduler Appointment from the dropdown menu.
5. Specify whether the workflow action should apply to Any scheduling page or Specific teammate’s scheduling page. If you choose Specific teammate's scheduling page, you must select both the Teammate and their Scheduler page. Click Continue.
6. In the following action, choose Create Lead as the new action and click Next.
7. Set up the action of entering data in fields by mapping info from the previous steps. You can also enter Custom fields and tags.
8. You can also designate an email for a newly-created lead. To do that, select Send Email as the new action and tap Next.
9. Enter details of the email and tap Save to bring the automation workflow to a wrap or tap Continue + new action to add more actions
Note: You can add as many workflow actions as you want.