Create clients in Copilot when new events are scheduled in Calendly
Are you spending too much time manually adding event attendees to your Copilot portal? With the power of this Zap, the repetitive work is done for you. This integration will automatically add every new Calendly invitee that books an event with you to Copilot as a new client, saving you time on manual work.
Are you spending too much time manually adding event attendees to your Copilot portal? With the power of this Zap, the repetitive work is done for you. This integration will automatically add every new Calendly invitee that books an event with you to Copilot as a new client, saving you time on manual work.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Client
Creates a new client.
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Webhook subscription scopeRequired
Try ItClient Activated
Triggers when a client authenticates in the Copilot for the first time
Try ItClient Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Try ItClient Updated
High-frequency trigger for each client user update.
Try It