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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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