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How to set up appointment reminder workflow with Zoom location

Updated over 6 months ago

When setting up the appointment reminder campaign, be sure to include a one-minute wait step to allow time for processing the location value when using Zoom integration.

Click on Add New Workflow Trigger

Click on Select

Click on Appointment…

Click on Add filters

Click on Select

Click on Appointment status is

Click on Select

Click on confirmed

Save Trigger

Click on +

Scroll down to the bottom and click on Wait

Set Wait Delay for 1 minute

Save Action and continue to build the rest of the appointment reminder workflow

Click on + after the wait step

Choose to send Email/SMS to send the appointment confirmation to the lead

Click here to value the list of custom fields you can use for appointment workflow:

Click on Save action:

Click + to add another step:

Scroll down to the bottom and click on Wait

Click on Time Delay

Click on Event / Appointment time

If you want to send a reminder before 4 days:

Type 4 here

Switch minutes to days

Select Skip all outbound communication actions, till next wait or Event Start Date action.

Click on + after the wait step

Choose to send Email/SMS to send the appointment reminders to the lead

You can continue to add another wait step for another appointment reminder message to go out

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