Overview
We've added a new action to the Appointments category called "Create Appointment Note." This feature enables you to seamlessly add notes to an appointment as part of a workflow.
Inputs
appointmentId (string) – Required when using inbound webhook trigger.
body (string, max length: 5000 characters) – The content of the appointment note.
How It Works
If you are using any appointment-based trigger (e.g., Appointment Status, Customer Booked Appointment), the appointment ID is not required. The note will be added to the appointment enrolled in the workflow.
If you are using an Inbound Webhook trigger, you must pass the appointment ID to ensure the note is added to the correct appointment.
How to Set Up
Action Name: Create Appointment Note
Steps to Use This Action
Navigate to: Automations > Create New Workflow > Start From Scratch
Add a Trigger:
Choose a trigger such as Inbound Webhook, Appointment Status, or Customer Booked Appointment.
Add an Action:
Select Add Action > Create Appointment Note.
Enter an action name.
Configuring Inputs
If using an Inbound Webhook trigger:
Appointment ID: Add the appointment ID using this custom value:
##{{inboundWebhookRequest.appointmentId}}
Note Body: Use the following custom value to add the note content:
##{{inboundWebhookRequest.body}}
If using an Appointment-based trigger (Appointment Status or Customer Booked Appointment):
Appointment ID is not required.
Note Body: You can manually enter a custom note of your choice.
Important Considerations
If using Inbound Webhooks, ensure that the webhook payload includes both appointmentId and body for seamless functionality.
The body field has a maximum limit of 5000 characters.
This feature allows businesses to efficiently log appointment-related notes directly through workflow automation, reducing manual effort and improving organization.