Notion + RepCard
Create new Notion database items from set appointments in RepCard
Track your appointments in a more organized manner with this workflow. Once an appointment is scheduled in the RepCard App, it immediately creates a corresponding database item in the Notion app. This automation takes the tedious manual work out of your scheduling process, allowing you to focus on more important tasks. Not only does it save time, but also ensures every appointment is accurately documented in your Notion database.
Track your appointments in a more organized manner with this workflow. Once an appointment is scheduled in the RepCard App, it immediately creates a corresponding database item in the Notion app. This automation takes the tedious manual work out of your scheduling process, allowing you to focus on more important tasks. Not only does it save time, but also ensures every appointment is accurately documented in your Notion database.
- When this happens...Appointment Set
Triggers when a new Appointment is created for any contact.
- automatically do this!Create Database Item
Creates an item in a database.
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Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired
Appointment Set
Triggers when a new Appointment is created for any contact.
Try ItTrigger when any user registered to the Event belowRequired
Try ItNew User
Triggers when a new user is created.
Try ItAppointment Title
First NameRequired
Last Name
Email
Phone Country Code
Phone Number
Address
State
City
Zip Code
Meeting Location
Meeting Link
Notes
CalendarRequired
SetterRequired
Closer
Appointment Start TimeRequired
Appointment End TimeRequired