Managing appointment notes just got easier with the new Create Appointment Note action. This addition to workflow automation allows businesses to attach notes to appointments seamlessly, reducing manual data entry and ensuring better organization.

How It Works

This action can be triggered through:

• Appointment-based triggers (e.g., Appointment Status, Customer Booked Appointment) – The appointment ID is automatically included.

• Inbound Webhook triggers – The appointment ID must be passed manually to ensure the note is assigned to the correct appointment.

How to Set It Up

1. Create a New Workflow

• Go to Automations > Create New Workflow > Start From Scratch

2. Add a Trigger

Choose one of the following triggers:

• Inbound Webhook

• Appointment Status

• Customer Booked Appointment

3. Add the "Create Appointment Note" Action

• Select Add Action > Create Appointment Note

• Enter an action name

4. Configure the Inputs

If using an Inbound Webhook trigger, ensure the following values are included:

• Appointment ID: Use the custom value:
  {{inboundWebhookRequest.appointmentId}}

• Note Body: Add note content using:
  {{inboundWebhookRequest.body}}

If using an appointment-based trigger (Appointment Status or Customer Booked Appointment):

• Appointment ID: Not required

• Note Body: Enter a custom note manually

Important Considerations

• If using Inbound Webhooks, the webhook payload must include both appointmentId and body to function correctly.

• The note body has a 5000-character limit.

This feature enhances efficiency by allowing businesses to log appointment-related notes directly through workflow automation, keeping everything organized with minimal manual effort.