Workflow on Meeting Not Executing After Automatic meeting Creation

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • noob
    Junior Member
    • Jul 2025
    • 13

    #1

    Workflow on Meeting Not Executing After Automatic meeting Creation

    Hello everyone,

    I’m encountering an issue with workflow creation: the workflow does not trigger as expected. It does not appear in the stream of created meetings, although the workflow itself logs the meetings correctly.

    The workflow has no conditions, and the trigger is set to “After Created.” Moreover, for Create Notifications, there is no need for any formula or code, so I don’t see where the error could be.

    I checked the logs using the command: root@<container_id>:/var/www/html/data/logs# ls -l
    Nothing is displayed. I also reviewed similar posts on the forum where they advise checking the logs, but I’m still stuck at this point.

    The screenshots are attached at the end.

    Thanks in advance for your help!
    Click image for larger version

Name:	image.png
Views:	7
Size:	50.6 KB
ID:	120077 Click image for larger version

Name:	image.png
Views:	7
Size:	41.7 KB
ID:	120079 Click image for larger version

Name:	image.png
Views:	7
Size:	60.6 KB
ID:	120080 Click image for larger version

Name:	image.png
Views:	7
Size:	18.0 KB
ID:	120081
    Attached Files
  • lazovic
    Super Moderator
    • Jan 2022
    • 1134

    #2
    Hi noob,

    Please tell me if I understand correctly that you want certain information to be displayed in the Meeting record stream?

    Because in the current case, your workflow works as follows: it creates notifications (not posts in the stream) for users who are considered as assigned users for contacts who participate in the meeting.

    Comment


    • noob
      noob commented
      Editing a comment
      Hi, thanks for your reply.

      Indeed, my goal is not to display information in the Meeting record stream.
      The objective is:

      When a prospect schedules a demo appointment through the form (or other booking channels),

      An internal notification should be automatically sent to the relevant person (sales rep or account owner).

      The notification message should contain all key information about the prospect: Full name, date ...

      The workflow is set to trigger “After Created” on Meetings, and I expected it to automatically create the notification with these details for the assigned user.

      However, although the workflow logs the Meeting creation, the notification does not seem to appear for the relevant user. Could you confirm if I’m missing a step in the configuration (e.g., target user assignment or notification template)?

      Thanks in advance for your guidance.
  • lazovic
    Super Moderator
    • Jan 2022
    • 1134

    #3
    noob,

    Can you please enable debug mode for your EspoCRM instance logs? Here are detailed instructions: https://docs.espocrm.com/administrat...ng/#debug-mode.

    After enabling this mode, please run the workflow again and send the logs of your instance.

    Comment

    Working...