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Affinity + Calendly

Create Affinity lists for new Calendly invitees

Stay organized and efficient when scheduling meetings with this workflow. Once an invitation is created in Calendly, it triggers an update in Affinity, adding a new person, organization, or opportunity to a specified list. This streamlines your process, ensuring that every new invitee is promptly tracked in Affinity, enhancing productivity and data management.

When this happens...
Invitee Created or RescheduledTriggers when an invitee schedules or reschedules an event.
TriggerInstant
automatically do this!
New Person List EntryAdd a person to a list. Duplicate entries can be created.
ActionWrite

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More things you can do with Calendly and Affinity

Discover other triggers and actions you can use with Calendly and Affinity

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It

- Routing Form
Trigger
Instant
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- Event Name
  Required
- Host User
  Required
- Co-hosts
- Duration (in minutes)
  Required
- Time Zone
- Start Date
  Required
- End Date
  Required
- Location Kind
- Location
- Additional Location Info
Action
Write

- Event Type
  Required
- Start Time
  Required
- Invitee Email
  Required
- Invitee Full Name
- Invitee First Name
- Invitee Last Name
- Invitee Timezone
  Required
- Location Type
- Text Reminder Phone Number
- Event Guests
- Questions
- Answers
- Enable Invitee Tracking
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
- Name
- Email
- Email Is Primary
- Phone Number
- Timezone
- Job Title
- Company
- Country
- State
- City
- LinkedIn
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Event UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Search
  Required
Action
Search
New Organization
Triggers when a new organization is added.
Trigger
Polling
Try It
- List
  Required
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Polling
Try It
- Organization
  Required
Action
Write
- Person
  Required
Action
Write
- List
  Required
Action
Write
- Name
  Required
Action
Write
Update an Entity
Update the global or list fields of a person, organization, or opportunity.
Action
Write
- List
  Required
Action
Search
- Search Term
  Required
Action
Search
- Id
  Required
Action
Search
- Search Term
  Required
- Name
  Required
- Domain
Action
Search or write
- Search Term
  Required
- Name
  Required
Action
Search or write

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
Event Canceled
Triggers when an event is canceled.
Trigger
Polling
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
- Invitee type
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Event UUID
  Required
- Reason
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Name
  Required
- Email
  Required
- Email Is Primary
- Phone Number
- Timezone
- Job Title
- Company
- Country
- State
- City
- LinkedIn
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
Action
Search
- Invitee Email
  Required
- Scope
  Required
- Event Type
- Event Status
- Sort Order
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Sort
- Email
- Phone Number
- Timezone
- Name
- Job Title
- Company
- Country
- State
- City
Action
Search
- List
  Required
Trigger
Polling
Try It
New List
Triggers when a new list is added.
Trigger
Polling
Try It
New Person
Triggers when a new person is added.
Trigger
Polling
Try It
- Opportunity
  Required
Action
Write
- Name
  Required
- Domain
Action
Write
- Person
- Organization
- Opportunity
- Content
- Gmail ID
- Creator
Action
Write
- Full Name
  Required
- Email Address
Action
Write
- Search Term
  Required
Action
Search
- Search Term
  Required
Action
Search
- Id
  Required
Action
Search
- Id
  Required
Action
Search
- List
  Required
Action
Search or write
- Search Term
  Required
- Full Name
  Required
- Email Address
Action
Search or write

About Affinity

Affinity is an AI-first private capital CRM that turns relationship intelligence into action across the investment lifecycle.

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CRM (Customer Relationship Management)

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About Calendly

Calendly connects the entire meeting workflow — scheduling, payments, meeting notes, contacts, and more — and handles the work before, during, and after meetings.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking