Calendly + MyCase
Create new MyCase cases from newly created Calendly invitees
Take the hassle out of organizing your client meetings with this Calendly to MyCase workflow. Once set up, every time a new invitee is created in Calendly, a corresponding case is created in MyCase, ensure you never miss a potential client's appointment. This streamlines the process of meeting scheduling and case creation, giving you more time to focus on your clients.
Take the hassle out of organizing your client meetings with this Calendly to MyCase workflow. Once set up, every time a new invitee is created in Calendly, a corresponding case is created in MyCase, ensure you never miss a potential client's appointment. This streamlines the process of meeting scheduling and case creation, giving you more time to focus on your clients.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Case
Creates a new Case.
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