Create contacts in PracticePanther Legal Software from new Calendly invitees
Save time and streamline your client onboarding process with this efficient workflow. When a new invitee is created in Calendly, it will instantly create a contact in PracticePanther Legal Software, ensuring all your client information is seamlessly organized in one place. Keep your focus on providing excellent legal services and let this automation handle the tedious task of manually entering contact information.
Save time and streamline your client onboarding process with this efficient workflow. When a new invitee is created in Calendly, it will instantly create a contact in PracticePanther Legal Software, ensuring all your client information is seamlessly organized in one place. Keep your focus on providing excellent legal services and let this automation handle the tedious task of manually entering contact information.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Contact
Creates a contact.
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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.
Assigned To
Tag
Try It