AgencyBloc + Calendly

Create new AgencyBloc individuals when new Calendly invitees are added

Streamline your client onboarding process with this seamless workflow. When a new invitee is added in Calendly, their details are instantly transferred to AgencyBloc where a new individual profile is created. This way, you eliminate manual data entry, save time and ensure accuracy, leaving you more time to focus on nurturing your client relationships.

Streamline your client onboarding process with this seamless workflow. When a new invitee is added in Calendly, their details are instantly transferred to AgencyBloc where a new individual profile is created. This way, you eliminate manual data entry, save time and ensure accuracy, leaving you more time to focus on nurturing your client relationships.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    AgencyBlocAgencyBloc
    Create Individual

    Creates an Individual in AgencyBloc.

    ActionWrite
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Supported triggers and actions

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Event NameRequired

    • Host UserRequired

    • Co-hosts

    • Duration (in minutes)Required

    • Time Zone

    • Start DateRequired

    • End DateRequired

    • Location Kind

    • Location

    • Additional Location Info

    Action
    Write
  • Calendly triggers, actions, and search

    Mark Invitee as No Show

    Marks a specific invitee as a no show.

    Action
    Write
  • AgencyBloc triggers, actions, and search

    Activity Created

    Triggers when an Activity is created in AgencyBloc.

    Trigger
    Instant
    Try It
agencybloc logo
agencybloc logo

About AgencyBloc

AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.
Learn more

Related categories

  • Sales & CRM
calendly logo
calendly logo

About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.
Learn more

Related categories

  • Scheduling & Booking