Calendly + Financial Cents

Create new Financial Cents clients from new Calendly invitees

When a new invitee is added in your Calendly app, this workflow creates a new client in Financial Cents. This process makes it easier to keep track of new appointments and manage your client databases in real time. It's an efficient way to streamline your appointment scheduling and follow-up procedures, enhancing your productivity in your financial business.

When a new invitee is added in your Calendly app, this workflow creates a new client in Financial Cents. This process makes it easier to keep track of new appointments and manage your client databases in real time. It's an efficient way to streamline your appointment scheduling and follow-up procedures, enhancing your productivity in your financial business.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    Financial CentsFinancial Cents
    Create Client

    Creates a client in Financial Cents.

    ActionWrite
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Supported triggers and actions

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
  • Calendly triggers, actions, and search

    Cancel Scheduled Event

    Cancels a scheduled event with a specified reason for the cancellation.

    Action
    Write
    • SearchRequired

    Action
    Search
    • 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
  • Financial Cents triggers, actions, and search

    New Client

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
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
financial-cents logo
financial-cents logo

About Financial Cents

Financial Cents is a project and customer management software for bookkeepers and accountants
Learn more

Related categories

  • Project Management