This seems so simple, but I have been working ALL day to figure this out and I just can’t!
This is what I want to do: If I go into a contact, and put an appointment on the calendar for that contact (let’s say I am meeting with them soon to try and sell something) I want Infusionsoft to send that contact an automatic appointment confirmation email.
I started by applying a tag to my customer. Once that tag is applied, this triggers a task for me to schedule the appointment on the calendar. Once I have marked this task as complete, I want that to be the trigger for my email template to be sent out Not sure how to accomplish this. I also do not know how to get my email template to include the date and time of the appointment.