Automate follow-up when an appointment is booked
Use the Appointment Created trigger to fire a workflow that confirms or reminds about every new appointment.
Every time you book an appointment, SAMI OS fires an Appointment Created event you can hang a workflow off of. That means a confirmation text, a reminder task, or a prep checklist can go out automatically the moment the appointment lands.
What happens when an appointment is created
When you save a new appointment, two things happen behind the scenes. First, the appointment is logged to the linked contact's activity timeline, so you can always see it on the contact record. Second, if the appointment is tied to a contact, SAMI OS fires the Appointment Created trigger.
That trigger carries the appointment's details with it, so your automation can reference them:
- Title — for example, "Property Showing - 123 Main St"
- Start time and end time
- Location
- Appointment type — such as a showing or consultation
The Appointment Created trigger only fires when the appointment is linked to a contact. Appointments with no contact attached are still saved and shown on your Calendar, but they won't enroll anyone in a workflow.
Build a workflow off Appointment Created
Set this up once and every future appointment runs through it automatically.
Create a new workflow
Head to Workflows and start a new workflow. Give it a clear name like "Appointment confirmation."
Choose the Appointment Created trigger
Open the trigger dropdown and pick Appointment Created (under the Activity group). This is the event that enrolls a contact whenever one of their appointments is booked.
Preview the trigger data
Use the test data panel to see the fields the trigger passes — title, start time, end time, location, and type. You'll reference these in your steps.
Add your follow-up steps
Drag in the actions you want. Common choices are Send SMS for an instant confirmation, Create Task to remind yourself to prep, or Wait / Delay followed by a reminder the day before.
Activate the workflow
Turn the workflow on. From now on, any new appointment linked to a contact enrolls them automatically.
Use the Wait / Delay step to schedule a reminder relative to the appointment — for instance, send a confirmation right away, then a "see you tomorrow" text 24 hours before the start time.
Common follow-up patterns
A few ideas that work well with the Appointment Created trigger:
- Confirmation text — a Send SMS step that reflects the title and start time back to the contact.
- Prep task — a Create Task step that reminds you to pull comps or directions before a showing.
- Reminder sequence — a delay plus a second message so the contact gets a nudge the day of.
You can review and edit appointments any time from Appointments, and you'll see every booked appointment on the contact's record in Contacts.
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Last updated 2026-06-21