Here is the challenge. A university is using Zoho CRM and Appointlet. They need to keep a record in Zoho CRM anytime a contact books a meeting with them through Appointlet. Their Appointlet is synced to their Google Apps business email account (and also Goto Meeting to create the online conference link). There is a requirement that a record be kept of every appointment booking from Appointlet for audit purposes. It could be a note of any entry to a file somewhere (ideally in Zoho) but only for audit purposes.
In my company we are using Zoho CRM already with Appointlet in sync with Office 365 Exchange and Goto Meeting. What we do is to use Zapier to monitor Appointlet for any new event booking, then we add or update the Zoho CRM lead using the ready to run Zap for this purpose. We then update a field in Zoho we created called "trigger workflow" and then trigger a workflow based upon the new information in that Zoho CRM custom field. Although this does provide some audit trail showing the event booking it does not do it cleanly since what will happen with the university application is that the student will be making multiple bookings over the course of several years. Could we have a Zoho workflow add a new note to the contact record? The Zoho workflow can only do: Notify, Task, Field Update, Tags, and Web Hook. It does not seem to be able to create a new note. If we send an email that would create a record but we don't want to email the contact as they already got an email from Appointlet, and we don't want to email the assignee because that would not tie it to the contact record.
I see that Appointlet provides a means to post to a web hook. Perhaps we could post to a Zoho web hook for this purpose, but it has to be posted against that particular contact record according to the match selected by the email. We could do a post to a Google sheet but that isn't unique to the contact record either. In the event of an audit we want a clean list of every event booking associated with that contact record.
Does anyone have an idea of how this could be done?