Calendly + Cash Flow Portal
Create Cash Flow Portal contacts when new events are scheduled in Calendly
When a new event is scheduled in Calendly, this integration will automatically create a contact in Cash Flow Portal using the invitee's name, email, and optionally phone number. If a contact already exists with that email address, new information will be added but existing information will not be replaced.
When a new event is scheduled in Calendly, this integration will automatically create a contact in Cash Flow Portal using the invitee's name, email, and optionally phone number. If a contact already exists with that email address, new information will be added but existing information will not be replaced.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create or Update Contact
Triggers when a contact is recently created or updated.
- 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