This playbook will walk you through:
A workflow to create a deal from a meeting booked, using the company name as the deal name.
At the end, send a Slack notification with the deal created
Trigger
When a meeting is created
Make sure to filter the Meeting by title or some other way
find_person
{{trigger.state.event.object.data.participants.items[0].email}}
find_company
{{find_person.state.records[0].company_id}}
create_deal
{{find_company.state.records[0].name}}
assign_deal_to_company
Create relationship
deal id: {{create_deal.state.record._id}}
company_id: {{find_person.state.records[0].company_id}}
send_slack
{ message: "Meeting created with {{find_company.state.records[0].name}}"}