Calendly + Copper

Create tasks in Copper when new invitees are created in Calendly

Easily stay on top of your schedule with this streamlined workflow. Once a new invitee sets up a meeting via Calendly, a task related to this upcoming event is promptly created in Copper. This automation ensures you never miss an important meeting, helping you maintain proper organization and efficiency in managing your calendar.

Easily stay on top of your schedule with this streamlined workflow. Once a new invitee sets up a meeting via Calendly, a task related to this upcoming event is promptly created in Copper. This automation ensures you never miss an important meeting, helping you maintain proper organization and efficiency in managing your calendar.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    CopperCopper
    Create Task

    Creates a new Task.

    ActionWrite
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Supported triggers and actions

    • Free Plan Copy

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Free Plan Copy

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Event UUIDRequired

    • Reason

    Action
    Write
    • 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

    Action
    Write
calendly logo
calendly logo

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.
Learn more

Related categories

  • Scheduling & Booking
copper logo
copper logo

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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