Calendly + Financial Cents
Create new Financial Cents projects from new Calendly invitees
Create a seamless workflow between Calendly and Financial Cents with this efficient solution. Whenever a new invitee is added in Calendly, a project will be launched in Financial Cents, effectively streamlining your client onboarding process. This workflow saves valuable time, minimizes manual data entry, and reinforces your team's efficiency for keeping track of new invitees.
Create a seamless workflow between Calendly and Financial Cents with this efficient solution. Whenever a new invitee is added in Calendly, a project will be launched in Financial Cents, effectively streamlining your client onboarding process. This workflow saves valuable time, minimizes manual data entry, and reinforces your team's efficiency for keeping track of new invitees.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Project
Creates a new project, probably with input from previous steps.
- Free forever for core features
- 14 day trial for premium features & apps
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