AgencyBloc + Calendly

Create activities in AgencyBloc for new invitees in Calendly

Keep your agency operations running smoothly by integrating Calendly and AgencyBloc. With this workflow, whenever a new invitee is created in Calendly, it instantly generates an activity in AgencyBloc. Enjoy a more streamlined process, reducing manual data entry and ensuring no meeting or invitee details fall through the cracks. Manage your agency activities efficiently with this seamless integration.

Keep your agency operations running smoothly by integrating Calendly and AgencyBloc. With this workflow, whenever a new invitee is created in Calendly, it instantly generates an activity in AgencyBloc. Enjoy a more streamlined process, reducing manual data entry and ensuring no meeting or invitee details fall through the cracks. Manage your agency activities efficiently with this seamless integration.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    AgencyBlocAgencyBloc
    Create Activity

    Creates an Activity in AgencyBloc.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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