Hi all,

We are looking into way of triggering an automated appointment creation based on selection.

For example:
If I create a new appointment in sage CRM 7.1 and select "Holiday" as the action.
Complete all relevant details on for the appointment or communication

We would also like to trigger a second communication (either an appointment or task)
Sent to the HR department
Action Type = ToDo
Subject = Update Leave records
Date = (if possible use the same date as the original appointment)
Time = (if possible use the same time as the original appointment
Notes = Please update leave records for the to reflect this request

The appointment or task should be sent to specific users

Is it possible to automate this process in full or partially?

Look forward to hearing from you all

Edmond