Create new Canopy business clients from new Calendly invitees
With this workflow, whenever a new invitee is captured in Calendly, a corresponding business client profile is created in Canopy to help manage your onboarding process more efficiently. It ensures that no detail is missed as the process transitions from scheduling to client management, making your workflow more seamless and effortless.
With this workflow, whenever a new invitee is captured in Calendly, a corresponding business client profile is created in Canopy to help manage your onboarding process more efficiently. It ensures that no detail is missed as the process transitions from scheduling to client management, making your workflow more seamless and effortless.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Business Client
Creates a business client.
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