Automating Account Creation from Appointment and Opportunity Data in EspoCRM

[Aswathi]

The Opportunity entity (renamed from Enquiry) contains patient details, while the Appointment entity contains scheduling details. When the Visiting Status in the Appointment entity is set to "Yes," a new Account should be created for the patient.

Currently, when an Appointment is linked to an Opportunity and the Visiting Status is marked as "Yes," the system creates or updates an Account entity. However, only the Appointment Date & Time and Doctor details are being entered in the Account entity. Other Enquiry details (e.g., patient information, contact details, etc.) are not being carried over.

[lazovic]

Hi Aswathi,

Please enable debug mode for your EspoCRM instance error logs and try to run this workflow again. Perhaps some fields are not filled in due to validation or for some other reasons; information about this will probably be displayed in the logs.