Calendly + MyCase
Manage new Calendly invitees by instantly creating leads in MyCase
Boost efficiency with this smart workflow. When a new invitee is added in your Calendly app, this automation immediately creates a new lead in MyCase. This seamless connection between your scheduling and client management tools saves time, avoids duplicate work, and helps you stay organized. Use this automation to keep your client database updated with the latest leads.
Boost efficiency with this smart workflow. When a new invitee is added in your Calendly app, this automation immediately creates a new lead in MyCase. This seamless connection between your scheduling and client management tools saves time, avoids duplicate work, and helps you stay organized. Use this automation to keep your client database updated with the latest leads.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Lead
Creates a new lead.
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Free Plan Copy
Webhook subscription scopeRequired
Try ItFree Plan Copy
Webhook subscription scopeRequired
Try ItCancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
SearchRequired
Free Plan Copy
Webhook subscription scopeRequired
Event Type
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.
ActionRequired
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