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Calendly + Canopy

Create new Canopy contacts from new Calendly invitees

When a new invitee is added in your Calendly app, this workflow immediately creates an individual contact within your Canopy system. This automation saves you from manual data entry and ensures that none of your important contacts slip through the cracks. Streamline your processes and maintain better relationship management by pairing Calendly and Canopy.

When a new invitee is added in your Calendly app, this workflow immediately creates an individual contact within your Canopy system. This automation saves you from manual data entry and ensures that none of your important contacts slip through the cracks. Streamline your processes and maintain better relationship management by pairing Calendly and Canopy.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    CanopyCanopy
    ActionWrite
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Supported triggers and actions

What does this mean?

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    New Business Client

    Triggers when a business client is created.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    New Individual Client

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Create Business Client

    Creates a business client.

    Action
    Write

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Business Client Info Updated

    Triggers when a business client's info is updated.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Individual Client Info Updated

    Triggers when an individual client's info is updated.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Create Individual Client

    Creates a new individual client.

    Action
    Write
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calendly logo

About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.
Learn moreHelp

Related categories

  • Scheduling & Booking
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canopy logo

About Canopy

Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.
Learn moreHelp

Related categories

Related Zap Templates

  • Create new Canopy business clients from new Calendly invitees
  • Create new Canopy clients from new Calendly invitees

Related Zap Templates