Calendly + MyCase

Create new leads in MyCase for every new invitee in Calendly

When a new invitee is added in Calendly, this automation creates a new lead in MyCase instantly, streamlining your client management process and saving you time. Instead of manually importing user details, let this workflow do the work for you. Seamlessly integrating the functionality of both apps, it enhances your productivity and ensures that no potential client slips through the cracks.

When a new invitee is added in Calendly, this automation creates a new lead in MyCase instantly, streamlining your client management process and saving you time. Instead of manually importing user details, let this workflow do the work for you. Seamlessly integrating the functionality of both apps, it enhances your productivity and ensures that no potential client slips through the cracks.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    MyCaseMyCase
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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
    • ActionRequired

    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 moreHelp

Related categories

  • Scheduling & Booking
mycase logo
mycase logo

About MyCase

MyCase is legal case management software for unparalleled productivity.
Learn moreHelp

Related categories

  • Productivity