Calendar Integration

Overview

This calendar integration feature enables you to view date-related data in your records from your calendar application.

Calendar integration is available for all the Services.

Setting up a calendar integration

From the Notifications page, go to Actions > Calendar Notifications.

In the popup modal, choose the Microsoft Outlook & Google Calendar Notification option, then click the Continue button.

On the Calendar Integration page, choose the desired Service.

Choose where the app should find the date. You may need to set up a Data Capture field with a “date” Answer Type.

Choose your timezone, and enable the calendar to be active.

Integrating with Google Calendar or Microsoft Outlook

After submitting the form, you will receive a URL and instructions on how to subscribe or add it to your calendar. e.g. on Google or Outlook.

Example calendar event

Modifying the notification

From the Notifications page, go to the Notifications table.

Find the notification you want to modify.

Under the Actions column, go to Edit.

To pause the notification, change its status to Inactive.