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

[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.