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I want to be able create an automation where when the “Scheduled Pick Up” field is input with a date then it would auto create in the Table section for a scheduled event to show?
Might be a calendar interaction? Some guidance would be appreciated.
@Justin_Barrett
Using the example above. The first screenshot is a customer record. When we put a scheduled pick up date we want a “meeting” or “event” to generate so when we look at the calendar portion it will coorelate to that customer record.
Doe...
Thank you!! My question is…when we put a “date” we want to trigger a creation of the “meeting” set in the calendar. The screenshots above are just an example
