Bonsai + Calendly
Create new Bonsai clients from new Calendly invitees
Improve your client management process with this efficient workflow. When a new invitee is added in Calendly, a corresponding client profile is instantly created in Bonsai. This seamless process saves time, cuts repetitious tasks, and ensures a smooth introduction for new clients as all their information will be at your fingertips in Bonsai. Try this automation today to focus more on personal interaction and less on data entry.
Improve your client management process with this efficient workflow. When a new invitee is added in Calendly, a corresponding client profile is instantly created in Bonsai. This seamless process saves time, cuts repetitious tasks, and ensures a smooth introduction for new clients as all their information will be at your fingertips in Bonsai. Try this automation today to focus more on personal interaction and less on data entry.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Client
Creates a client lead on Bonsai
- Free forever for core features
- 14 day trial for premium features & apps
Event Canceled
Triggers when an event is canceled.
Try ItFree Plan Copy
Webhook subscription scopeRequired
Event Type
Try ItRouting Form
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Free Plan Copy
Webhook subscription scopeRequired
Try ItFree Plan Copy
Webhook subscription scopeRequired
Try ItEvent UUIDRequired
Reason
Event TypeRequired
Start TimeRequired
Invitee EmailRequired
Invitee Full Name
Invitee First Name
Invitee Last Name
Invitee TimezoneRequired
Location Type
Text Reminder Phone Number
Event Guests
Questions
Answers
Enable Invitee Tracking
