Event — automation map

Business Process Map — Event

7 Flow(s) involved · 2 Apex trigger(s). Shows automation that either triggers on Event changes OR mutates Event records from elsewhere.

Diagram

Triggers on this object

Apex triggers

Name	Events	Namespace
EventTrigger	before insert, before update, after insert, after update, after delete	FinServ
Event	before insert, before update, before delete, after insert, after update, after delete	sumoapp

Record-triggered Flows

Flow	Trigger	Filter	Creates Tasks	Updates Objects
Paraplanning: Update Case Date when Review Date Changes	Update	(1 OR 3) AND (2 OR 5) AND 4: StartDateTime IsChanged ‘null’, Subject EqualTo ‘Client Review Meeting’, EndDateTime IsChanged ‘null’, WhatId StartsWith	—	Case
Update Next Review Event Meeting Date On HH	CreateAndUpdate	—	—	Account
WM_MF_Event_AFI_ClientReviewMeeting_Related_Tasks_Creation	CreateAndUpdate	OR: Subject EqualTo ‘Client Review Meeting’, Sub_Type__c EqualTo ‘Client Review Meeting’	—	—
WM_MF_Event_AFI_New_Events_After_Insert	Create	—	—	—
WM_MF_Event_AFI_Schedule_ClientEngagementMeeting_Related_Task_Creation	CreateAndUpdate	(1 OR 2) AND 3: Subject EqualTo ‘Client Engagement Meeting’, Sub_Type__c EqualTo ‘Client Engagement Meeting’, WhatId StartsWith ‘006’	Generate Strategy Paper; [Approval] Is Engagement Approved?	—
WM_MF_Event_AFI_Schedule_Proposal_Agreed_By_Client_Task_Creation	Create	1 AND (2 OR 3): EventSubtype EqualTo ‘Event’, Subject Contains ‘Client Advice Proposal’, Sub_Type__c EqualTo ‘Client Advice Proposal’	—	—

Flows that mutate this object from elsewhere

Flow	Triggered by	Action on this object
Create New Paraplanning Request	Flow	updates