Calendly + Canopy
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.
- 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