Meeting scheduler and the new Appointment object

[rw1982]

Is there any information on how the new "Appointments" object works together with the Meeting Scheduler?

We want to keep track of our meetings (mainly digital ones), and we often use the built-in Meeting Scheduler for this purpose. I’m trying to find good ways to create workflows around bookings. For example, we want to make it visible in the Help Desk workspace when a meeting has been scheduled. Having a dedicated object for meetings could simplify some of this work, but it’s important to know if there’s a smart integration between a scheduled meeting via the Meeting Scheduler and the new Appointments object.

[kennedyp · Accepted solution]

Hey @rw1982! The Appointments object is complete and individual, just like a Deal or a Ticket. At this time, only the Contact object is directly associated with the Meeting scheduler. That said, you could set up an event-based workflow to create an associated appointment object any time a meeting is booked

Let me know if I did not understand your questions or if you need additional clarification!

Best, 
Kennedy

[SShokirov]

This is a great feature! 

Is there a way to associate it with the "Project" new beta object? 

[chighsmith]

Hi @SShokirov,

Thanks for the feedback and posting to the Community! 

Do you mind sharing more about how you’d like to use this feature with the new "Project" beta object? What specific actions or workflows are you looking to support?

Cassie, Community Manager

[Pferrara]

That's not true. That workflow will override all existing meetings for contacts everytime a meeting is booked. It will create a new record and update all existing past meetings. 

[danielruch]

Hi @kennedyp 

what exactly is meant by the criteria “meeting booked”?

I would like to ensure that every time a meeting is scheduled or logged (via the “schedule a meeting” or “log a meeting” functions), a record is created in “Appointments”.
Is this the case with the proposed solution or what should I do? Maybe you have a good idea?

thanks a lot,

best,

daniel

[ArisLaguna]

Hey @danielruch ,

The solution provided does do what you want.  When a meeting is scheduled then an appointment record is created.  However "schedule a meeting" and "log a meeting" are different.  The former is scheduling an upcoming meeting and the latter is just logging one that already happened or will happen but I don't think it actually creates the meeting.  So the workflow she did, which is what I used to do mine seen below, will work for schedule a meeting.  You'll most likely need to add a "or" criteria or create a different workflow with a different trigger for a logged meeting to then create an appointment record.

[ArisLaguna]

Actually I just tested "log a meeting" and the same workflow I have in place created the appointment record. @danielruch 

[danielruch]

@ArisLaguna thanks a lot, that's great!

Another case: what about creating a record in the appointment object and automaticly create a meeting as activity (means creating a meeting in my caledar which is synchronised with outlook)? Any idea if this could work and if yes, how to do this as a workflow?

kindly, daniel

[HarmonyStrat]

I keep getting a 'missing name' error message but cant find the location to add a 'appointment name'

[FTomicic]

Same issue here, any chance you figured it out yet? 

[HarmonyStrat]

I haven't yet

[Pferrara]

following . same error

[ArisLaguna]

Thanks this workflow worked for me. Also was able to add associations, property mapping from contact to appointments for custom properties, pipeline stage assignment and more.  

[Pferrara]

Hi can you confirm existing meetings for a contact are not being updated by future meetings for same contact. I'm getting new objects created but also existing records updating when contact has another meeting created.