Name of Feature/Request: Request to add Appointments dataset to workflow triggers
What financial, time savings, or quality of life improvements will occur from this: To integrate the Appointments dataset into workflow triggers, enabling automated actions based on appointment-related events such as scheduling, rescheduling, or cancellations. | Frequency: Without automated triggers, we face delays in communication, missed follow-ups, and disjointed workflows. | Clients may miss appointment reminders, rescheduling options, or follow-up communications, resulting in dissatisfaction.
Attempted Solutions So Far: We’ve tried manually updating workflows based on Customers, Tasks data set, but this is time-consuming and prone to human error.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Currently, the Appointments dataset is not integrated into workflow triggers, requiring manual intervention to initiate actions. | Previously accomplished: Currently, the Appointments dataset is not integrated into workflow triggers. This means that any actions or processes dependent on appointment data
StrivenID: 5199958