Automations for event request forms are a powerful way to perform actions in other products when an event is requested in Calendar. Now, we’ve made this feature even more powerful with the addition of dynamic triggers. To get started, head over to one of your Calendar forms and go to the automations tab. Then, create a new automation and you’ll see this new option:
Let’s say that you want to create a task for your facilities manager anytime someone requests the use of the gym with an event request form. Now, you can! Here’s how to set that up:
- Add a "Room" field to your form, and include any room(s) you'd like for people to be able to request
- Create an automation that is triggered when the gym (or whatever room you want) is selected as the response to your room question
That’s it! The options are endless - you can add someone to a workflow when they create a request with a specific template, send them an email from a template if their request was approved with a certain resource, etc. We can’t wait to see all of the amazing things you all do with this feature!
❤️ Team Calendar,
Taylor, Nick, Jared, Caleb R, Joe, Paul, Caleb J, Zeek, Kevin, and Michael