Find Appointment & Delete appointment actions (More appointment actions!)
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Alex Pitcher
If a contact has multiple appointments (of any status), and your workflow isn't triggered by an appointment, you can only run a single action on the most recent appointment:
Help text: "If the Contact was added to this Workflow via another method, the status of the most recent Appointment that the Contact is carrying will be updated"
Also - You cannot "Delete" an appointment - you can only "update appointment status".
We need the ability to "find" an appointment to run actions on.
We need MORE actions such as "DELETE" or "AMEND"
We have a workflow that adds an appointment and runs various other actions when an employee adds a date and time to a contact.
If the contact changes their date/time, then we can have the system cancel the existing appointment and create a new one, but the old one stays there.
If there's any subsequent changes, then in many cases the wrong appointment status is updated!
This can pose big issues if you need to book multiple appointments for a customer.
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Paul Kunad
"FIND APPOINTMENT"! This would be SOOO helpful!
If there are 2 appointments for a contact and we want to update one of them via a WF (tag trigger), currently it will be 50:50 which of these appointments will get updated. A "Find Appointment" action (by calendar, calendar group, date range, status, location, owner, ...) just like with opportunities is desperately needed! This would open up so many possibilities handling multiple appointments for one contact.
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Keith Besherse
Need the ability to confirm the appointment address (for on-site events).
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Shan Polo Santos
Yes, we have the same problem on our end. Since it is still showing up on the calendar of the sales person even if it is cancelled on Highlevel. So having it deleted would be great.
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Nenad Plavsic
Yeah, I too need a delete appointment action and update appointment date/time action.