Trigger client workflow and record from new booking
Trigger client workflow and record from new booking
Your meeting bookings often arrive without linked household or contact context, leaving advisers unprepared. Link records and run event checklists so prep completes ahead of the appointment.
Overview
Unlinked bookings create manual follow-up and last-minute scrambling for small advisory teams. This flow turns every booking into a linked household and a started checklist so coordinators and advisers are ready the same day.