How to create events automatically with mapped fields in the Customers App?

The Customers App of Apptivo enables you to create events automatically with the usage of triggers. Apptivo CRM software also allows you to create an event in the calendar with the mapped fields. Mapped fields are those whose values are mapped with the fields in the Customer profile.

For instance, you have mapped the customer # of a customer profile with the event’s name. Then, when you create an event, the name will be preloaded with the customer # information. Click here to know more about this mapping functionality of the Customers App.

Steps to create events automatically with mapped fields

The Customers App of Apptivo CRM software allows you to configure two types of triggers.

• Event Based
• Time Based

Consider creating events with mapped fields automatically using Event-Based Triggers.

• In the Customers App of Apptivo, select Settings from the App Header.

• Navigate to Customers → Triggers → Event Based Triggers. Select create to create a new trigger.

• In the Create Trigger page, add a name for the trigger. To keep it active, enable the toggle. In addition, select the event during which the trigger has to be activated. The event chosen is when a customer profile is updated.
• Determine the condition upon which the event has to be created. Here, an event has to be created when the Category is Direct Distributor.
• Select Event→ Create From Mapping from the Actions section.

• Once the mapping is selected, the trigger is configured.

• Select create to create a new trigger.

• Now, navigate to a customer profile in the Customers app. Update the category to Direct Distributor. So, an event has to be created with the mapped fields.

• In the Calendar tab, you can see a new event is added. The Title of the event is the Customer # as per the mapping configuration.