Salesforce + Whautomate
Update Salesforce records when Whautomate appointments are rescheduled
Ensure smooth business operations with this workflow. Whenever an appointment is rescheduled in Whautomate, this automation updates the corresponding record with the new date and time in Salesforce. This not only streamlines your process but also keeps your Salesforce data accurate and up-to-date. Save time, reduce errors, and stay organized by letting this workflow manage your schedule changes.
Ensure smooth business operations with this workflow. Whenever an appointment is rescheduled in Whautomate, this automation updates the corresponding record with the new date and time in Salesforce. This not only streamlines your process but also keeps your Salesforce data accurate and up-to-date. Save time, reduce errors, and stay organized by letting this workflow manage your schedule changes.
- When this happens...Appointment Rescheduled
Triggers when an appointment is rescheduled in Whautomate.
- automatically do this!Update Record (UTC)
Updates an existing record of a specified Salesforce object. Dates use the UTC format.
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Appointment Cancelled
Triggers when an appointment is cancelled in Whautomate.
Try ItNew Appointment Scheduled
Triggers when a new appointment is scheduled in Whautomate.
Try ItNew Contact Created
Triggers when a new contact is created in Whautomate.
Try ItContact IdRequired
TagsRequired
Appointment Rescheduled
Triggers when an appointment is rescheduled in Whautomate.
Try ItNew Client Created
Triggers when a new client is created in Whautomate.
Try ItId of the ClientRequired
TagsRequired
Client Full NameRequired
Client Country CodeRequired
Client PhoneRequired
Location IdRequired
ServiceRequired
DateRequired
TimeRequired
Timezone
Notes
Staff
