Skip to main content
Add Event Action
Nicole avatar
Written by Nicole
Updated over a month ago

You can have an automation add an event as its action. In the New Action dropdown choose Add Event:

When you add an event, you can set the Event Name, set it's Schedule, choose the Event Type and specify who are the Attendees:

You can set Event Types in Settings › Event Types if you need to add a new one first.

In the example above, I can create an automation that, upon booking a Wedding client, I create an unscheduled (to be determined) Engagement Session. The contacts that are marked as clients are attending and the name of the event is Engagement Session.

Other ideas:

  • Automatically add a sales meeting for 5 days after the primary session. Attendees include “Clients and Team Members” and call it “Ordering Session”.

  • Automatically add a call to the schedule one month before Wedding date and call it “Wedding Prep Call”

Did this answer your question?