Calendly + Financial Cents
Create new Financial Cents contacts from newly created Calendly invitees
Streamline your client management process with this efficient workflow. When a new invitee is added in Calendly, a corresponding contact is created in Financial Cents. This ensures you never miss out on important clients and maintains your financial data organization, saving you precious time and effort on manual data entry.
Streamline your client management process with this efficient workflow. When a new invitee is added in Calendly, a corresponding contact is created in Financial Cents. This ensures you never miss out on important clients and maintains your financial data organization, saving you precious time and effort on manual data entry.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Contact
Creates a new contact, probably with input from previous steps.
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Webhook subscription scopeRequired
Try ItWebhook subscription scopeRequired
Try ItCancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
SearchRequired
Webhook subscription scopeRequired
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Mark Invitee as No Show
Marks a specific invitee as a no show.
New Client
Triggers when a new client is created.
Try It