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Custom Field in Event

I cannot seem to create a custom field in my event section of objects and fields.

 

Is this a known issue? 

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  • This is not a feature yet. Please upvote for this feature here: https://support.insight.ly/hc/en-us/community/posts/360017943813-Custom-Fields-for-Events

    May I ask what you are trying to accomplish? 

    Perhaps there's a solution I can recommend.

    Thank you,

    Micah Feldkamp

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  • Is there a way to automatically pull in the location for an event created from a lead/contact/opp/project?

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  • Hello,

    This is possible. However, there is no workflow automation webhook that will automatically trigger this automation. You could poll the database and wait for new event entries, then update the event with the location details via a PUT webhook. You'll need a developer for this task.

    Another way using third party apps is to create an event in Google / Microsoft or any calendar service integrated with Zapier using the lead's or contact's email address. Zapier will get the trigger automatically, then you just need to parse the email address and look up the contact/lead, pull the location details, and update the event. Piesync is also a great tool for syncing contacts and leads with your email service, so it will be easy to lookup the contacts/leads email address when sending the invite. 

    Lastly, this month Insightly is coming out with custom fields for tasks (included in workflow automation). This new feature may circumvent the event record altogether for many organization as you'll have much more control for these type of use cases. 

    I hope this helps. 

    Thank you,

    Micah Feldkamp

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