Calendly + Wealthbox CRM
Create new tasks in Wealthbox CRM when new invitees are added in Calendly
Stay organized and never miss a meeting with this workflow. When an invitee schedules a meeting in your Calendly, this integrative solution promptly establishes a mess-free task in your Wealthbox CRM. Save time, reduce manual data entry errors, and let this automated process streamline your scheduling and task management. It's efficient collaboration between your scheduling and customer relationship management systems.
Stay organized and never miss a meeting with this workflow. When an invitee schedules a meeting in your Calendly, this integrative solution promptly establishes a mess-free task in your Wealthbox CRM. Save time, reduce manual data entry errors, and let this automated process streamline your scheduling and task management. It's efficient collaboration between your scheduling and customer relationship management systems.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps
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
