Calendly + Commusoft
Create new jobs in Commusoft for every new invitee created in Calendly
This workflow streamlines your appointment bookings and job management in a heartbeat. When a new invitee is added in Calendly, a new job is immediately created in Commusoft for the same contact. This fine-tuned process saves you time on manual data entry, ensuring a seamless transition from appointment scheduling to job creation. Ensure every new booking is well-accounted for in your job management system with this efficient automation.
This workflow streamlines your appointment bookings and job management in a heartbeat. When a new invitee is added in Calendly, a new job is immediately created in Commusoft for the same contact. This fine-tuned process saves you time on manual data entry, ensuring a seamless transition from appointment scheduling to job creation. Ensure every new booking is well-accounted for in your job management system with this efficient automation.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create New Job
This action always creates a Customer based on the provided information and create a new job under the given customer. Please make sure not use this action if the customer already exists in Commusoft.
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