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Auxiliary Resource Attached to Booking Trigger

The Auxiliary Resource Attached to Booking trigger starts a workflow when an auxiliary resource is attached to a booking in your CaptainBook system.

Jerome Bajou avatar
Written by Jerome Bajou
Updated over a week ago

Overview

The Auxiliary Resource Attached to Booking trigger starts a workflow when an auxiliary resource is attached to a booking in your CaptainBook system.

When It Triggers

  • An auxiliary resource is attached to a booking

  • Only triggers for resources with the "auxiliary" category

  • Triggers immediately upon attachment

  • Works for automatically and manually assigned auxiliary resources

Use Cases

  • Send notifications to auxiliary resource users

  • Update external systems with auxiliary resource assignments

  • Notify customers about additional resources

  • Track auxiliary resource utilization

  • Generate auxiliary resource assignment reports

  • Update availability calendars

  • Send welcome messages to auxiliary resources

  • Create task assignments for auxiliary resources

  • Handle automatic auxiliary resource assignments


Configuration

This trigger requires no additional configuration. It automatically triggers when any auxiliary resource is attached to a booking.


Available Data

When this trigger fires, it provides booking_id and resource_id that you can use to access booking and auxiliary resource information in your workflow actions.

Context Variables

The trigger provides the following context variables:

  • booking_id - The ID of the booking that the auxiliary resource was attached to

  • resource_id - The ID of the auxiliary resource that was attached

Accessing Context Data

{booking_id} 
{resource_id}

Using Context in Actions

You can use these IDs to:

  • Query booking details using {booking_id}

  • Query auxiliary resource details using {resource_id}

  • Access booking customer information

  • Access auxiliary resource user information

  • Get resource type and capacity information


Example Workflows

1. Notify Auxiliary Resource User

Workflow Steps:

  1. Trigger: Auxiliary Resource Attached to Booking

  2. Action: Send Notification

    • To: Auxiliary resource user email (query using {resource_id})

    • Subject: "New Auxiliary Resource Assignment"

    • Body: Include booking details, customer information, and capacity requirements

2. Update External System

Workflow Steps:

  1. Trigger: Auxiliary Resource Attached to Booking

  2. Action: Send Webhook

    • Include {booking_id} and {resource_id} in payload

    • Notify external system of auxiliary resource assignment

    • Include capacity and scheduling information

3. Customer Notification

Workflow Steps:

  1. Trigger: Auxiliary Resource Attached to Booking

  2. Action: Send Notification

    • To: Booking customer email (query using {booking_id})

    • Subject: "Additional Resource Assigned"

    • Body: Include auxiliary resource details and contact information

4. Automatic Assignment Tracking

Workflow Steps:

  1. Trigger: Auxiliary Resource Attached to Booking

  2. Condition: Check if assignment was automatic

  3. Action: Update Booking (add note about auxiliary resource assignment)

  4. Action: Log to external analytics system


Testing

When testing this trigger:

  1. Select a booking that has auxiliary resources attached

  2. Select a specific auxiliary resource from that booking

  3. The workflow will use that booking and auxiliary resource data

  4. Review execution logs to verify auxiliary resource and booking information

Test Data

The trigger provides access to the last 20 bookings with auxiliary resources attached for testing. You can select any booking and then choose from its attached auxiliary resources.


Best Practices

  1. Verify auxiliary resource availability - Check resource schedule before assignment

  2. Notify promptly - Send notifications immediately after attachment

  3. Track assignments - Log auxiliary resource assignments for analytics

  4. Update calendars - Sync auxiliary resource assignments with external calendars

  5. Handle capacity - Consider capacity requirements when assigning auxiliary resources

  6. Maintain records - Keep audit trail of auxiliary resource assignments

  7. Support automatic assignment - Ensure workflows work with automatic auxiliary resource assignment features


Related Documentation

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