How to create a workflow

In a previous tutorial we explained what TuCalendi workflows are, now let's see how to create a workflow after a booking has been successfully completed.

Log in to TuCalendi with your username and password. In the side menu click on "Flows":

Flows menu

Under the option "Workflows (after booking)" click on "Select":


As no workflow has been created yet, click on "New" to create a workflow.

Workflow alias

Start by giving a name to the workflow you are going to create. When you have it, click on "Add".

Workflow created

Then click on "Edit" to add the various automations to the workflow you have created.

The workflow does not yet have any automation.

Edit workflow

In any automation there are two key concepts:

  • Trigger: The event that starts an automation.
  • Action: It is the task that is performed in the automation.

The scheme of an automation is as follows:

When something happens (trigger) do the following task (action).


The first step of the automation is to start it when something specific happens.

To start it click on "Add trigger":

Add trigger

Select the trigger by clicking on the drop-down menu:

Available triggers

The available triggers are:

  • A booking has successfully made.
  • The booking/metting has been rescheduled.
  • A booking  has changed.
  • A booking/meeting has canceled.
  • Before a booking/meeting starts.
  • After a booking/meeting ends.

In this case we select the trigger "A booking has successfully made":

Workflow with a trigger


The next step in the automation is to define the action that will be performed when a booking has been made successfully.

Click on "Add new action":

Add an action

Select the action by clicking on the drop-down menu:

Available actions for the trigger

For the trigger "A booking has been made successfully" the available actions are:

  • Send confirmation email.
  • Send confirmation SMS.
  • Send webhook.

In this case the action we select is "Send confirmation email":

Send an email

Choose the confirmation template you want to be sent, the email account from which the confirmation email will be sent, you can activate the "Attach .ics file" option and click "Add".

Workflow with a trigger

Under the same trigger you can add the different actions available. Just repeat the process by clicking on "Add new action".

When done, click on "Save" and the workflow will be saved.

IMPORTANT: In the same workflow it is possible to add all available triggers. In other tutorials we will see how to create a workflow with several triggers.

Assign events

The next step to finish with the workflow is to assign the events where you want this workflow to be triggered.

Go back to the main workflow menu and click on the three vertical dots:

Assing event to a workflow

In options menu of the created workflow:

Option menu for a workflow created

Click on "Assign meeting types/events" and choose the events where you want the workflow to be used.

Workflow with events assigned

From this point on, when a person goes to book any meeting from the events assigned to the workflow, the automations that have been included in it will be performed.

At any time you can modify the created workflow by adding or removing triggers or actions. Of course, it is also possible to add or remove assigned events.