Calendly + Cash Flow Portal
Create or update contacts in Cash Flow Portal when new invitees are created in Calendly
Stay on top of your cash flow with this efficient workflow. When a new invitee is added in Calendly, their information will be effortlessly saved or updated in Cash Flow Portal. This streamlines your contact management practices and ensures you always have the most up-to-date information at hand, enhancing your business's financial management.
Stay on top of your cash flow with this efficient workflow. When a new invitee is added in Calendly, their information will be effortlessly saved or updated in Cash Flow Portal. This streamlines your contact management practices and ensures you always have the most up-to-date information at hand, enhancing your business's financial management.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create or Update Contact
Triggers when a contact is recently created or updated.
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