Apptivo apps allow you to sync the Apptivo events with the G Suite events. While creating the events, you can add multiple assignees as per your requirements. In addition to that, you can customize the events to create a note while adding the guest IDs on the note and also create your guest users as a contact on Apptivo.
Click here to know more about syncing your Apptivo and G Suite Calendar account and Click here to know the steps to sync your Apptivo account with G Suite.
Steps to Follow
- Login and access your Apptivo account.
- Click the User Menu and click on the Bussiness Settings.
- On the Business Settings page, click on the G Suite Integration under the General settings.
- You can view the “Save guest attendee names as note” and “Create guests as contacts” toggle under the Enable Calendar Sync toggle.
- By Default, the “Save guest attendee names as note” toggle will be disabled.
- Enable the “Save guest attendee names as note” toggle.
- Now, when the event is created from your Google calendar with the new guest user as an attendee, the event will get synced with the Apptivo event and a note also will be created with the guest user-id.
- You can view the synced events on the Apptivo calendar and the notes also will be created with the guest user id.
- Now, disable the toggle “Save guest attendee names as note” on Business Settings.
- By disabling the “Save guest attendee names as note” on the Business Settings, the event will be synced with the Apptivo but, the note will not be created.
- Then, create an event on Google calendar.
- The event will be synced with Apptivo and a note will not be created.
- If the “Create guests as contacts” toggle is enabled, the new contact will be created for the new guest users while creating the event on the Google calendar.
- The contact will be created with the guest user’s email address as the last name.
