Create Appointment Note – Workflow Action

Overview #

We have introduced a new action under the Appointments category called Create Appointment Note. This action allows you to add notes to an appointment through a workflow.

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Inputs #

• appointmentId (string) – Required when using inbound webhook trigger.
• body (string, max length: 5000 characters) – The content of the appointment note.

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How It Works #

• If you are using any appointment-based trigger (e.g., Appointment Status, Customer Booked Appointment), the appointment ID is not required. The note will be added to the appointment enrolled in the workflow.

• If you are using an Inbound Webhook trigger, you must pass the appointment ID to ensure the note is added to the correct appointment.

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How to Set Up #

Action Name: Create Appointment Note #

Steps to Use This Action #

1. Navigate to: Automations > Create New Workflow > Start From Scratch
2. Add a Trigger:
   • Choose a trigger such as Inbound Webhook, Appointment Status, or Customer Booked Appointment.
3. Add an Action:
   • Select Add Action > Create Appointment Note.
   • Enter an action name.

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Configuring Inputs #

If using an Inbound Webhook trigger: #

• Appointment ID: Add the appointment ID using this custom value:{{inboundWebhookRequest.appointmentId}}
• Note Body: Use the following custom value to add the note content:{{inboundWebhookRequest.body}}

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If using an Appointment-based trigger (Appointment Status or Customer Booked Appointment): #

• Appointment ID is not required.
• Note Body: You can manually enter a custom note of your choice.

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Important Considerations #

• If using Inbound Webhooks, ensure that the webhook payload includes both appointmentId and body for seamless functionality.
• The body field has a maximum limit of 5000 characters.

This feature allows businesses to efficiently log appointment-related notes directly through workflow automation, reducing manual effort and improving organization.