How can I make sure that when the status changes, a meeting is required?

Question

CRM

How can I make sure that when the status changes, a meeting is required?

It is necessary that when the status changes, a meeting is scheduled (I did it through a robot), but the window with the choice of time does not pop up, but a task is created that is not visible to the user, but it is necessary that it be mandatory so that it would not be possible to go further in the status until there is a meeting .

Answer 1

So what exactly do you need? So that when setting to a certain status, a meeting was automatically created or that it was impossible to transfer to this status if the meeting was not created?
In the first case, you can use robots to create an appointment.
For the second case, you will need REST (for the cloud) or a regular api (for the box).
The algorithm is simple:
- create a non-editable field where information about the created meeting will be entered
- subscribe to the event of creating cases and deleting them. When the event is triggered, we check the presence of a meeting and if everything is OK, we change the value in this field
- In the business process or through the API, we check for the presence of a meeting and if it is not there, we prohibit the transition to the stage. Of course, you can try to make this field mandatory, but I'm not sure how it will behave with an automatic stage change.