Calendly + Vitally
Create Vitally tasks for new Calendly bookings
When a user books a meeting on your Calendly calendar, create a task in Vitally to prepare. This can help members of your Customer Success team find the relevant data in Vitally before an important meeting while centralizing their customer-related tasks. Customize the task description with additional data from Vitally to help meeting prep move even more quickly!
When a user books a meeting on your Calendly calendar, create a task in Vitally to prepare. This can help members of your Customer Success team find the relevant data in Vitally before an important meeting while centralizing their customer-related tasks. Customize the task description with additional data from Vitally to help meeting prep move even more quickly!
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this...Find a User
Finds a user by id (vitally or external), name, or email
- then do this!Create Task
Creates a Task in Vitally
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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.
Customer Created
Triggers when a new Customer is created in Vitally
Try It
