Calendly + PreciseFP

Create new PreciseFP accounts for invitees when Calendly appointments are scheduled

Easily keep track of new Calendly invitees and streamline their onboarding process with this seamless automation. When an invitee is created in Calendly, a new account is instantly generated for them in PreciseFP. Save time and effort, ensuring your clients receive timely access to your services and enhancing their overall experience.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Create Account
Creates a new client or prospect account.
ActionWrite

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Supported triggers and actions

What does this mean?

- Webhook subscription scopeRequired
Trigger
Instant
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- Webhook subscription scopeRequired
Trigger
Instant
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Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- SearchRequired
Action
Search
- TypeRequired
Trigger
Instant
Try It

- Template
- Include Engagement DataRequired
- Include PDF Copy of Engagement
Trigger
Instant
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- Template
Trigger
Instant
Try It

- Pdf Template
Trigger
Instant
Try It
- Template IDRequired
- Authentication Method
- AccountRequired
- ContactRequired
- Secondary ContactRequired
- Send New Engagement EmailRequired
- Enable Periodic Email RemindersRequired
- Enable Thank You EmailRequired
Action
Write
- Account IdRequired
Action
Search
- Account IdRequired
- TypeRequired
- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Search or write

- 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
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- TypeRequired
Trigger
Instant
Try It
- TypeRequired
- Pipeline StageRequired
Trigger
Instant
Try It
- Template
Trigger
Instant
Try It
- Pdf Template
Trigger
Instant
Try It
- TypeRequired
- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Write
- Email AddressRequired
Action
Search
- Email AddressRequired
- TypeRequired
- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Search or write

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 Help

Related categories

Scheduling & Booking

About PreciseFP

PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Calendly + PreciseFP

Create new PreciseFP accounts for invitees when Calendly appointments are scheduled

Invitee Canceled

Invitee No Show Created

Cancel Scheduled Event

Find User

New Client/Prospect Deleted

New Form Engagement Completed

Template

Include PDF Copy of Engagement

New Form Engagement Opened

Template

New PDF Engagement Created

Pdf Template

Create Form Engagement

Authentication Method

Find Account by Id

Find or Create Account

Client Phone Number

Co-Client First Name

Co-Client Last Name

Co-Client Email

Co-Client Phone Number

Invitee Created

Create One-Off Meeting

Co-hosts

Time Zone

Location Kind

Location

Additional Location Info

Mark Invitee as No Show

New Client/Prospect

New Client/Prospect Staged in Pipeline

New Form Engagement Created

Template

New PDF Engagement Completed

Pdf Template

Create Account

Client Phone Number

Co-Client First Name

Co-Client Last Name

Co-Client Email

Co-Client Phone Number

Find Account

Find or Create Account

Client Phone Number

Co-Client First Name

Co-Client Last Name

Co-Client Email

Co-Client Phone Number

About Calendly

Related categories

About PreciseFP

Related categories

Similar apps

Zapier Interfaces