Ok, we are a Flooring Contracting company using Zoho to keep track of our jobs and automate the process as much as possible. We would like to set up a workflow that will automatically complete the following tasks.
1. Schedule the job on Zoho Calender as soon as the field "scheduled" is selected from the drop down list.
2. Add the appropriate contacts to the schedule based on Contact type (Lead Installer, Installer, Helper, Lead Demo, Demo)
3. Send an email invite or email update the contacts 24 hours prior to the job starting giving them the address, job description and time to arrive which will be in the Work Order Notes field and Description Fields.
Is this something that can be accomplished? How do you recommend getting this done if not?
Thanks,
Tim