Autotask

Why Use Calendar Links in Autotask

CalendarLink helps reduce no-shows and boosts efficiency with an intuitive Add-to-Calendar setup.

• Universal Add to Calendar link for any platform.
• Brandable invites & landing pages enhance user experience.
• Smart reminders & notifications ensure timeliness.
• Click and attendance analytics provide valuable insights.

Add Calendar Links in Autotask: Triggers & Actions

Turning Autotask Activities into Calendar Events

1. Create a CalendarLink for Each New or Updated Contact

Leverage Autotask triggers like New or Updated Contact and New Opportunity to signal intent.

2. Send Data to CalendarLink

Map contact names, event dates, and descriptions; optionally capture RSVP responses to streamline the process.

3. Publish the Personalized Invite

Receive an Add-to-Calendar link to easily embed or share through web, email, or social.

Fire Autotask Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select triggers like New Upcoming Event or New RSVP to initiate the process.

2. Map Add-to-Calendar Data

Ensure smooth data flow for titles, dates, times, and attendees across systems.

3. Create a New Ticket or Update a Task

Utilize Autotask actions like Create Ticket and Update Task to log engagement and keep records current.

Optimising Calendar Links in Autotask

• Use integrations via Zapier for seamless automation.
• Analyze click & attendance data for better insights.
• Schedule smart reminders around key events.
• Regularly update RSVP settings for accurate attendance.