Calendly + Pipeline
Create Pipeline asks for new Calendly events
Tired of spending precious meeting time gathering data? Use this Zapier integration to automatically kick-off a pre-meeting workflow for the customer right after they book a meeting with you. After they book a a new meeting with you, a Pipeline ask will be created automatically. Help your customers complete critical administrative tasks before your meeting, ex: fill out a questionnaire, upload files, confirm system settings, etc.
Tired of spending precious meeting time gathering data? Use this Zapier integration to automatically kick-off a pre-meeting workflow for the customer right after they book a meeting with you. After they book a a new meeting with you, a Pipeline ask will be created automatically. Help your customers complete critical administrative tasks before your meeting, ex: fill out a questionnaire, upload files, confirm system settings, etc.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Ask
Creates an Ask with you as the submitter
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Webhook subscription scopeRequired
Try ItWebhook subscription scopeRequired
Try ItCancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
SearchRequired
Webhook subscription scopeRequired
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.
FlowRequired
StatusRequired
Submitter
Keywords
Try It