Calendly + MyCase

Create new MyCase persons when Calendly invitees are created

This workflow springs into action when a new invitee is added in your Calendly app, creating a new person in your MyCase app. Expanding your network of contacts becomes a breeze with this streamlined system. No more manual data entry, let this workflow ensure everyone you meet in Calendly gets their place in MyCase, keeping your client management efficient and up to date.

This workflow springs into action when a new invitee is added in your Calendly app, creating a new person in your MyCase app. Expanding your network of contacts becomes a breeze with this streamlined system. No more manual data entry, let this workflow ensure everyone you meet in Calendly gets their place in MyCase, keeping your client management efficient and up to date.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    MyCaseMyCase
    Create Person

    Creates a new Person.

    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
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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
mycase logo
mycase logo

About MyCase

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

Related categories

  • Productivity