Create new Canopy clients from new Calendly invitees
Manage your schedule more efficiently with this workflow that integrates Calendly and Canopy. When a new invitee books an event through Calendly, it triggers an immediate creation of a new individual client in Canopy. This seamless process makes client creation an effortless task and saves you from any calendar hassles. Boost your productivity and client coordination in a simple, coordinated procedure.
Manage your schedule more efficiently with this workflow that integrates Calendly and Canopy. When a new invitee books an event through Calendly, it triggers an immediate creation of a new individual client in Canopy. This seamless process makes client creation an effortless task and saves you from any calendar hassles. Boost your productivity and client coordination in a simple, coordinated procedure.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Individual Client
Creates a new individual client.
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