Builder Prime + Calendly
Create client records in Builder Prime for new invitees in Calendly
Streamline your client onboarding process with this efficient workflow. When a new invitee is added on Calendly, it instantly creates a client record in Builder Prime. This seamless connection saves time, eliminates manual data entry, and ensures your Builder Prime database stays up-to-date with your latest Calendly appointments.
Streamline your client onboarding process with this efficient workflow. When a new invitee is added on Calendly, it instantly creates a client record in Builder Prime. This seamless connection saves time, eliminates manual data entry, and ensures your Builder Prime database stays up-to-date with your latest Calendly appointments.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Client Record
Creates a new client record.
- 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
