Appointment Updates

This rule gets triggered when an appointment is created or updated.

Conditions

Field	Operators
Contact Group	is part of all, is part of any, is not part of
Appointment Status	equals, not equals
Appointment Type	equals, not equals
Client Tags	includes any, does not include all
Contact Tags	includes any, does not include all
Contact Stage	equals, not equals

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Actions Table

Action	Description
send a WhatsApp template message	Sends a WhatsApp template message to the contact based on the conditions and trigger setup in the rule. This can be used to initiate a new conversation using preapproved WhatsApp templates.
send Customer Satisfaction Survey (CSAT)	This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction.
Add the Contact to Group	Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules.
Remove the Contact from Group	Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure, the same rule does not execute multiple times in a flow.
Add Client Tags	Adds tags to the client based on the conditions and trigger setup in the rule. This can be used in conditions to segment clients in subsequent rules.
Remove Client Tags	Removes tags from the client based on the conditions and trigger setup in the rule. This can be used to remove the client from a segment.
Add Contact Tags	Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts.
Remove Contact Tags	Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment.
Update Contact Stage	Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey.
Assign a form and request form to be filled	This action assigns a form template to the underlying client record and sends a WhatsApp message to fill the form. This can be used for surveys post-appointment visit, data collection prior to appointment visit.
Notify Staffs via WhatsApp	Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs.
Notify Associated Staff via WhatsApp	Sends a WhatsApp template message to assigned staff for the appointment based on the conditions and trigger setup in the rule. This can be used to send notifications to staff who is offering the appointment.
Notify Client's Primary Staff via WhatsApp	Sends a WhatsApp template message to the client's primary staff based on the conditions and trigger setup in the rule. This can be used to send notifications to the primary staff of the client.
Send Email	Sends an email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staff, and other custom email lists.
Webhooks by Whautomate	Send custom webhook payloads to external applications via RESTful endpoints.
Add Text Client Notes	Easily add and save textual notes for client interactions and details.
Add Document Client Notes	Attach and store documents as notes for client records and communications.
Add or Update Client Custom Attributes	Easily manage your client information by adding or updating custom attributes directly within your workflow.