BrightManager + Calendly
Create BrightManager clients from new Calendly invitees
Streamline your client onboarding process by connecting Calendly to BrightManager. With this workflow, whenever a new invitee is created in Calendly, a client will be created in your BrightManager app, saving you time and ensuring seamless client management. Simply set up this automation and let it handle the client creation for you, so you can focus on providing top-notch service.
Streamline your client onboarding process by connecting Calendly to BrightManager. With this workflow, whenever a new invitee is created in Calendly, a client will be created in your BrightManager app, saving you time and ensuring seamless client management. Simply set up this automation and let it handle the client creation for you, so you can focus on providing top-notch service.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Client
Create a new Client within BrightManager
- 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