Calendly + MyCase

Create new tasks in MyCase when new invitees are added in Calendly

This workflow keeps your legal practice in sync by creating a new task in MyCase each time a meeting is scheduled in Calendly. It saves time and ensures you never miss following up on an important meeting. Optimize your task management while also staying on top of your schedule with this simplified process.

This workflow keeps your legal practice in sync by creating a new task in MyCase each time a meeting is scheduled in Calendly. It saves time and ensures you never miss following up on an important meeting. Optimize your task management while also staying on top of your schedule with this simplified process.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    MyCaseMyCase
    Create Task

    Creates a new Task.

    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 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