Create Appointment Note - Workflow Action

Overview

The Create Appointment Note action in Stack allows you to seamlessly add notes to appointments through a workflow. This feature is part of the Appointments category and is designed to enhance your scheduling and note-taking processes.

Inputs

• appointmentId: (string) Required when using an inbound webhook trigger.
• body: (string, max length: 5000 characters) The content of the appointment note.

How It Works

When using any appointment-based trigger, such as Appointment Status or Customer Booked Appointment, the appointment ID is automatically handled by Stack, so you don’t need to provide it. The note will be added to the appointment as it progresses through the workflow.

However, if you’re using an Inbound Webhook trigger, you must provide the appointment ID to ensure the note is correctly associated with the intended appointment.

How to Set Up

Action Name: Create Appointment Note

Steps to Use This Action:

1. Navigate to:
   Automations > Create New Workflow > Start From Scratch

2. Add a Trigger:
   Choose a trigger like Inbound Webhook, Appointment Status, or Customer Booked Appointment.

3. Add an Action:
   Select Add Action > Create Appointment Note and enter an action name.

Configuring Inputs

• If using an Inbound Webhook trigger:

  • Appointment ID: Use the custom value: {{inboundWebhookRequest.appointmentId}}
  • Note Body: Use the custom value: {{inboundWebhookRequest.body}}

• If using an Appointment-based trigger (Appointment Status or Customer Booked Appointment):

  • Appointment ID is not required.
  • Note Body: You can manually enter a custom note.

Important Considerations

• For Inbound Webhooks, ensure the webhook payload includes both appointmentId and body for seamless functionality.
• The body field has a maximum limit of 5000 characters.

This feature enables businesses to efficiently log appointment-related notes directly through workflow automation, reducing manual effort and enhancing organization.