Calendly + Financial Cents
Create new Financial Cents clients from new Calendly invitees
When a new invitee is added in your Calendly app, this workflow creates a new client in Financial Cents. This process makes it easier to keep track of new appointments and manage your client databases in real time. It's an efficient way to streamline your appointment scheduling and follow-up procedures, enhancing your productivity in your financial business.
When a new invitee is added in your Calendly app, this workflow creates a new client in Financial Cents. This process makes it easier to keep track of new appointments and manage your client databases in real time. It's an efficient way to streamline your appointment scheduling and follow-up procedures, enhancing your productivity in your financial business.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Client
Creates a client in Financial Cents.
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