The "Generate Events Using DateTime" action from the Event Actions App by Integration Glue allows you to create custom events based on specific DateTime properties within HubSpot records. This action is useful for automating the generation of events at precise times or intervals, ensuring your workflow triggers are aligned with important milestones or time-sensitive data.
The action enables you to dynamically generate events that are tied to DateTime fields, such as scheduled meeting times, renewal dates, or customer activity timestamps. These events can then be used to trigger further automation, reporting, or notifications in your HubSpot CRM.
This action is particularly helpful when:
- You need to create events linked to future or past dates and times, like appointments or deadlines.
- You want to automate tasks, such as sending reminders, follow-ups, or updating records based on specific DateTime criteria.
- You are dealing with time-sensitive data and want to ensure accurate event tracking or notifications.
- Title Property The property from which the event's title will be pulled. This could be a field containing the event name or description.
- Description Property The property where event details or descriptions are stored. This could be a brief summary of what the event is about.
- Start DateTime Property The property that contains the start date and time of the event. This will determine when the event begins.
- End DateTime Property The property that contains the end date and time of the event. This will determine when the event concludes.
- Timezone The specific timezone for the event. This is used to ensure the event times are correctly calculated based on where the event is happening.
- Default TimeZone A fallback timezone setting that will be applied if the "Timezone" field is not filled. It's useful for setting a global default timezone.
- Folder ID for Generated iCal File (required if iCal included) The folder where the generated iCal file will be saved. If the iCal option is selected, the event must be saved into a specific folder.
- Name of iCal File (required if iCal included) The name of the iCal file generated for the event. This will be used when creating the iCal file for export or integration with calendar apps.
- Visibility of the iCal File Generated (required if iCal included) Determines whether the generated iCal file is private or public.
- iCal File URL Property to Set The property that will store the URL of the generated iCal file. This link can be shared or used in communications.
- Google URL Property to Set A property that will store the URL for the event in Google Calendar.
- Outlook URL Property to Set A property that will store the URL for the event in Outlook Calendar.
- Yahoo URL Property to Set A property that will store the URL for the event in Yahoo Calendar.
- Office365 URL Property to Set A property that will store the URL for the event in Office 365 Calendar.
- iCal File Button to Set A property that stores the button or link for downloading or viewing the iCal file
- Embedded Google Button to Set A property that will store the button or link to add the event to Google Calendar.
- Embedded Outlook Button to Set A property that will store the button or link to add the event to Outlook Calendar.
- Embedded Yahoo Button to Set A property that will store the button or link to add the event to Yahoo Calendar.
- Embedded Office 365 Button to Set A property that will store the button or link to add the event to Office 365 Calendar.
- Embedded Dropdown Select to Set A property where users can select which calendar app to use for adding the event (Google, Outlook, Yahoo, Office 365, etc.).
- Embedded Buttons for Emails to Set Properties that will store the buttons or links for including calendar options (Google, Outlook, Yahoo, Office 365) directly in emails, allowing recipients to add events to their calendars seamlessly.
Step 1: Select the Title Property
- Choose the property that contains the event title. This will be displayed as the title of the event in the calendar.
Step 2: Choose the Description Property
- Pick a property that contains details or notes about the event. This will populate the event description.
Step 3: Set the Start and End DateTime Properties
- Start DateTime Property: Select the property that indicates when the event begins.
- End DateTime Property: Specify the property for when the event ends.
Step 4: Configure the Timezone
- Input the timezone in which the event occurs (e.g., "America/New_York"). This ensures the event times are accurate for that region.
Step 5: Provide a Default Timezone
- Add a fallback timezone (e.g., "UTC") that will be used if no other timezone is specified.
Step 6: Define the Folder ID for iCal File
- If creating an iCal file, enter the folder ID where the file will be stored.
Step 7: Name the iCal File
- Assign a name to the iCal file, such as "Meeting_Invite.ics."
Step 8: Set Visibility for iCal File
- Select the visibility level for the iCal file, such as "Public" or "Private."
Step 9: Configure Calendar URLs
- Specify where calendar links will be stored for the following:
- Google Calendar URL
- Outlook Calendar URL
Step 10: Embed Buttons for Calendar Options
- Configure buttons for users to easily add events to their calendars:
- Embedded Google Button
- Embedded Outlook Button
Step 11: Save and Activate the Workflow
- Once all properties are configured, save the workflow and activate it. Test the workflow to ensure the event is generated correctly and that all calendar options work as intended