<aside> 💡 What's an automation flow?

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Steps to trigger a flow by calendar appointment

Create a contact flow

Load the flow builder

Navigate to the flow builder by clicking the “Flows” on the left side menu. Then when you have the flow page open, you will see a link to “Flows” on the top of your page. Please click that. Click on the ‘Create Flow’ button.

The system will pop up a message box, and you will have to select the first option, 'Contacts'. Now, click on the ‘Select’ button.

Drag and drop to build flow