We connect scheduled records in your system to the Google Calendar your team already uses.
People check their calendar far more often than they open a business application. When appointments, deadlines and meetings appear there automatically — and move when the record moves — fewer commitments are missed and nobody has to copy dates by hand.
What we build with it
- Appointments appearing on staff calendars
- Hearing dates and case deadlines for legal practices
- Meeting schedules with participants
- Reminders ahead of a commitment
How it works
- A user books an appointment or sets a deadline in the system.
- The system creates a matching event on the chosen Google Calendar, with title, time, location and participants.
- Google sends invitations and reminders to participants as it normally would.
- When the record is rescheduled or cancelled, the system updates or removes the calendar event.
Data exchanged
- Event title, description and location
- Start and end time
- Participant email addresses
- Reminder settings
What is needed to set it up
- A Google account with calendar access
- OAuth consent granted by each user, or a Workspace-level connection
- Choice of which calendar receives events
Good to know
- One-way sync from the system to the calendar is the simplest and most reliable. Two-way sync is possible but needs clear rules on which side wins when both change.
- Time zones are stored with each event, which matters when participants are in different places.
- Event descriptions are visible to anyone who can see the calendar, so we keep sensitive details in the system and link to them instead.
