Add new Calendly events to Wealthbox
Leverage the convenience of allowing your clients to schedule appointments using Calendly, while continuing to manage all of your client's events on Wealthbox CRM. Once setup, this integration will automatically add a new Wealthbox CRM event for every new Calendly event, making sure you always have complete visibility.
Leverage the convenience of allowing your clients to schedule appointments using Calendly, while continuing to manage all of your client's events on Wealthbox CRM. Once setup, this integration will automatically add a new Wealthbox CRM event for every new Calendly event, making sure you always have complete visibility.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Event
Creates a new event.
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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.
New Comment
Triggers when a new comment is created.
Try It