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Call operations

Review a booking change.

Review a supplied cancellation or change request and give a known contact an owned task. The original appointment is not changed by this workflow.

15 native nodes14 connectionsNative fixture checks passed
Explore workflow What you need

WORKFLOW PREVIEW

See how it works

15 nodes · 14 connections

Use + and − to zoom, F to fit. Press Enter on a node to inspect it.

WHAT YOU NEED

Set up this workflow in your workspace.

  • A Vora workspace with permission to manage its CRM.
  • known-contact
  • Choose an assignee from your workspace. The public template leaves this unset.

Configure the trigger and its input mapping in your workspace.

Required inputs and example
{
  "type": "object",
  "additionalProperties": false,
  "required": [
    "email",
    "followUpDueAt",
    "packetConfirmed",
    "bookingId",
    "status",
    "changeSummary"
  ],
  "properties": {
    "email": {
      "type": "string",
      "format": "email"
    },
    "followUpDueAt": {
      "type": "string",
      "format": "utc-date-time"
    },
    "packetConfirmed": {
      "type": "boolean"
    },
    "bookingId": {
      "type": "string",
      "minLength": 1,
      "maxLength": 120
    },
    "status": {
      "type": "string",
      "enum": [
        "cancelled",
        "changed",
        "unchanged"
      ]
    },
    "changeSummary": {
      "type": "string",
      "minLength": 1,
      "maxLength": 4000
    }
  }
}

Fictional example input:

{
  "email": "client@example.invalid",
  "followUpDueAt": "2026-10-10T08:00:00Z",
  "packetConfirmed": true,
  "bookingId": "booking-fixture-001",
  "status": "changed",
  "changeSummary": "Operator supplied a request to move the discovery call."
}

Inspect the workflow first

The preview contains the actual authored nodes and settings. 11 fixture checks passed: 9 entered the native engine and 2 checked admission or setup. CRM and model effects were intercepted. Workspace installation and live provider acceptance remain unverified. This public preview cannot create or run a workflow.

Example path through the native engine

A successful fixture followed these nodes. Other inputs can follow the visible hold and no-action branches.

  1. Supply one reviewed bookingId packet
  2. Map packet and load private task owner
  3. Packet confirmed
  4. Booking changed or cancelled
  5. Find a known contact by email
  6. Lookup result is missing
  7. Contact is known
  8. Create an owned internal review task
  9. Task identifier is available
  10. prepared
Verification and source

Revision 1. The graph, input fixtures and execution receipt are bound by their digests.

4c6fc1f1c10da16939a63905e3786c25e76f03fcd19bc37c89baf20e39b0cd86
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