Case Status

Why Use Calendar Links in Case Status

Reduce no-shows and streamline client interactions with clear calendar-based reminders through CalendarLink in Case Status.

• Universal Add to Calendar support: Google, Outlook, Apple.
• Smart reminders that boost attendance.
• Customizable, brand-friendly invite pages.
• Integration options via Zapier, Make, and APIs.

How Case Status Works with CalendarLink

Transform Case Status Triggers into Calendar Events

1. Automate Calendar Event Creation

Leverage all Case Status activities like New or Updated Contact and New Upcoming Event to automatically create calendar events.

2. Map Event Details to CalendarLink

Capture essential details such as event names, dates, and descriptions. Optionally, configure to capture RSVPs.

3. Share the Add-to-Calendar Link

Receive a ready-to-use Add-to-Calendar link to embed or send via email, ensuring easy access for clients.

Fire Case Status Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select a New Event or Updated Contact as your trigger within CalendarLink to initiate action in Case Status.

2. Map Add-to-Calendar Data

Seamlessly transfer titles, dates, and times, ensuring all event information flows directly into your client management activities.

3. Update Case Status with Event Actions

Automatically send messages or update case records based on new calendar events using Case Status actions.

Best Practices for automating Case Status Calendar Invites

• Utilize analytics to monitor Add-to-Calendar link click rates.
• Set smart reminders to decrease no-show rates.
• Keep your subscription calendars synced across devices and platforms.
• Customize every invite to reflect your brand’s identity.