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
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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.
Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Try It
