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jessica.lamb
Advisely Partner
Advisely PartnerAMA: I'm Jess Lamb, Xplan expert and Director at Practice Dynamix, Ask Me Anything!
Advisers and paraplanners, are you providing the best possible experience during the client review? And how could you be using Xplan to be making the process even more efficiency?
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Is it possible to have Calendly invite that automatically opens a dairy event in XPlan/Compass to then open the respective review task for the set administrator?
- jessica.lamb
Wouldn’t that be great! While a direct integration between Calendly and XPLAN to automatically create diary events and trigger review tasks is not yet possible, we do know that calendar integration is on the XPLAN Product Team’s radar.
However, you can still automate the activation of review tasks using the following methods:
- Diary Template*
- File Note Template
- An activated case that searches for a date in an XPLAN date field
- The client’s scheduled review date
- Using scheduler
Note*: If you use a Case Thread linked to a Diary Template, you will also benefit from the Diary Date being used as a Base Date. This allows tasks to be triggered on specific days before or after the meeting date. Additionally, if the meeting date changes, the base date will automatically adjust!
Although we can’t yet link a Calendly invite directly to trigger a task, you can still streamline the process by implementing a system that ensures all events are recorded in XPLAN in some form - and kick off that next process through automation.
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