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Minting Links in Automations

Portal links are created by the portal.link.mint node (label: Portal-Link erstellen), an action node in the automations editor. It creates a personal portal link for one lead and exposes the URL to downstream nodes.

FieldDescription
tableEntryIdThe lead the link is created for. Almost always a variable from the trigger, e.g. {{<triggerNodeId>.tableEntry.id}} (the variable picker inserts this)
portalScopeThe scope editor described below
SectionSemantics
FunktionenWhat the link can do — currently booking; reschedule/cancel/detail-edit are shown but not yet available
StandorteAlle Standorte or an explicit selection. The wildcard is applied per run, so locations created later are covered by future links
TerminartenAlle Terminarten or a narrowed selection. A link only ever offers what is actually bookable at the selected locations
BuchungsfensterOptional horizon/notice overrides; leave empty to use the org defaults from the portal settings

Which calendars serve which appointment type is never configured on the node — the platform resolves it from its bookability data when the step runs. See What a link offers.

VariableContent
{{<nodeId>.portalUrl}}The full personal link, e.g. https://portal.rocketlead.io/3f9a…

Use it in any downstream send node — an email body, a seven.whatsapp.send template parameter, or a webhook payload.

The guarantee: a dead link is never delivered. If the link cannot be created for a reason that won’t fix itself — the lead was deleted, a selected location no longer exists, or nothing is bookable for the selection — the run fails permanently before any send node executes. The failed run and its reason appear in the automation’s run overview.

Two details worth knowing:

  • Under the Alle Standorte wildcard, a location with nothing bookable is simply left out of the link; the run only fails if that leaves nothing at all. An explicitly selected location with nothing bookable fails the run — an explicit pick that offers nothing is treated as a configuration mistake, not silently dropped.
  • Transient infrastructure errors retry normally, and a retried step re-sends the same link — duplicate deliveries never contain two different links.
table.entry.added (new lead)
portal.link.mint (book · alle Standorte)
seven.whatsapp.send (template param: {{<mintNodeId>.portalUrl}})

When the lead books, calendar.appointment.booked fires on the same lead entry — confirmation and reminder automations chain on normally.