Activity Guest and location fields in Automation and ability to add related person info quicker

Sam Karim
Sam Karim Posts: 37

I cannot update these fields as an activity is created in the automation. I would like to automatically invite the person who is related to the activity to the guest field for certain appointment types. I know these are newer fields but hope to see them being able to get automated soon. Also, if the activity being created is linked to a person, then the person's email and location should be a one click add to the location and guest fields as it only makes sense that you would want to go to their location or you would like to send them a calendar invite.. I believe I did see that option on the guest field a few weeks ago but it no longer does that in the guest field. 

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  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited June 29 #2

    Hi @Sam Karim !

    Thank you for your feedback and your use case to illustrate it. I've just spoken to the team and it seems this is next in our plans, so stay tuned for good news! 🙂

  • Nawwar Studio
    Nawwar Studio Posts: 2
    edited June 2020 #3

    yes, adding guests automatically is really needed. Thank you!

  • TOM EILON_54378
    TOM EILON_54378 Posts: 1
    edited October 2021 #4

    I need this for my automation please,
    I cannot update guest field as an activity is created in the automation. I would like to automatically invite the person who is related to the activity to the guest field for certain appointment types.

     

  • Scott Kelly
    Scott Kelly Posts: 2
    edited June 29 #5

    Hi @Sam Karim !

    Thank you for your feedback and your use case to illustrate it. I've just spoken to the team and it seems this is next in our plans, so stay tuned for good news! 🙂

    Hello,

     

    Has this been implemented yet? As I cant seem to add guests to an automated activity. Something that would be really useful.

     

    Thanks,

     

    Scott