Calendly + Canopy
Create new Canopy clients from new Calendly invitees
Seamlessly streamline your client onboarding process with this workflow. When a new invitee is added in Calendly, an individual client profile is created in Canopy. This integration aids in organizing your client management, saving time and reducing manual data entry. Make your workflow more efficient and keep your focus where it matters most.
Seamlessly streamline your client onboarding process with this workflow. When a new invitee is added in Calendly, an individual client profile is created in Canopy. This integration aids in organizing your client management, saving time and reducing manual data entry. Make your workflow more efficient and keep your focus where it matters most.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Individual Client
Creates a new individual 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