Calendly + Cash Flow Portal

Calendly + Cash Flow Portal integrations

Create or update contacts in Cash Flow Portal when new invitees are created in Calendly

Stay on top of your cash flow with this efficient workflow. When a new invitee is added in Calendly, their information will be effortlessly saved or updated in Cash Flow Portal. This streamlines your contact management practices and ensures you always have the most up-to-date information at hand, enhancing your business's financial management.

When this happens...
Invitee CreatedTriggers when an invitee schedules an event.
TriggerInstant
automatically do this!
Create or Update ContactTriggers when a contact is recently created or updated.
ActionWrite

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More things you can do with Calendly and Cash Flow Portal

Discover other triggers and actions you can use with Calendly and Cash Flow Portal

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Event UUID
  Required
- Reason
Action
Write
- Event Type
  Required
- Start Time
  Required
- Invitee Email
  Required
- Invitee Full Name
- Invitee First Name
- Invitee Last Name
- Invitee Timezone
  Required
- Location Type
- Text Reminder Phone Number
- Event Guests
- Questions
- Answers
- Enable Invitee Tracking
Action
Write

Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search

- Search
  Required
Action
Search
- Company portal
Trigger
Instant
Try It
- Company portal
Trigger
Polling
Try It
- Company portal
Trigger
Instant
Try It
- Contact ID
- Email address
- Company portal
- First name
- Last name
- Contact owners
- Add tags
- Remove tags
- Note
- Secondary email address
- Phone number
- Accreditation status
- Show offerings
- Marketing subscription
- SMS consent
- Street address line 1
- Street address line 2
- City
- State/Province
- Zip/Postal code
- Country
- UTM source
- UTM medium
- UTM campaign
- UTM term
- UTM content
- UTM captured at
Action
Write
- Email address
  Required
- Company portal
Action
Search

- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Routing Form
Trigger
Instant
Try It
- Event Name
  Required
- Host User
  Required
- Co-hosts
- Duration (in minutes)
  Required
- Time Zone
- Start Date
  Required
- End Date
  Required
- Location Kind
- Location
- Additional Location Info
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Company portal
Trigger
Instant
Try It
- Company portal
Trigger
Instant
Try It
- Company portal
Trigger
Instant
Try It
- Company portal
- Contact ID
- Email address
- Meeting title
  Required
- Start time
  Required
- Duration
  Required
- Outcome
- Company members
- Note
- Meeting reminder
Action
Write
- Phone number
  Required
- Company portal
Action
Search
- Contact ID
  Required
- Company portal
Action
Search

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.

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Related categories

Scheduling & Booking

About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

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Related categories

CRM (Customer Relationship Management)

Related Zap Templates

Create Cash Flow Portal contacts when new events are scheduled in Calendly

Related Zap Templates

Create Cash Flow Portal contacts when new events are scheduled in Calendly