Calendly + Custify

Calendly + Custify integrations

Update companies in Custify when new invitees are created in Calendly

Keep your customers' data updated effortlessly with this seamless workflow. When a new invitee is created in Calendly, the corresponding company information in Custify will be updated instantly. No more manual entry, just a simple flow of information. Enhance your customer service by ensuring accurate and up-to-date information in your client management system.

When this happens...
Invitee CreatedTriggers when an invitee schedules an event.
TriggerInstant
automatically do this!
Update CompanyUpdate a company based on company ID
ActionWrite

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More things you can do with Calendly and Custify

Discover other triggers and actions you can use with Calendly and Custify

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Event UUID
  Required
- Reason
Action
Write
- Event Type
  Required
- Start Time
  Required
- Invitee Email
  Required
- Invitee Full Name
- Invitee First Name
- Invitee Last Name
- Invitee Timezone
  Required
- Location Type
- Text Reminder Phone Number
- Event Guests
- Questions
- Answers
- Enable Invitee Tracking
Action
Write

Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search

- Search
  Required
Action
Search
- Segment
  Required
Trigger
Instant
Try It
- Segment
  Required
Trigger
Instant
Try It
- Playbook
  Required
Trigger
Instant
Try It
- User ID
- Email
- CSAT score
  Required
- Comment
- Submitted At
Action
Write
- User ID
  Required
- Company ID
  Required
Action
Write
- User ID
- Email
- NPS score
  Required
- Comment
- NPS date and time
Action
Write
- Company ID
  Required
- Task name
  Required
- Task description
- Task due date
- Task priority
  Required
Action
Write
- New custom attribute
Action
Write
- Email
  Required
Action
Search
- Email
  Required
- New custom attribute
Action
Search or write

- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Routing Form
Trigger
Instant
Try It
- Event Name
  Required
- Host User
  Required
- Co-hosts
- Duration (in minutes)
  Required
- Time Zone
- Start Date
  Required
- End Date
  Required
- Location Kind
- Location
- Additional Location Info
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Segment
  Required
Trigger
Instant
Try It
- Segment
  Required
Trigger
Instant
Try It
- Playbook
  Required
Trigger
Instant
Try It
- New custom attribute
Action
Write
- Event name
  Required
- Event date and time
  Required
- User ID
- Email
- Company ID
- Metadata
Action
Write
- Company ID
- User ID
- Text
  Required
Action
Write
- New custom attribute
Action
Write
- New custom attribute
Action
Write
- Company name
- Company ID
Action
Search
- Company name
- Company ID
- New custom attribute
Action
Search or write

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.

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Related categories

Scheduling & Booking

About Custify

Custify is a customer success platform that helps you better meet customers' needs, reducing churn and increasing lifetime value.

HelpHelp

Related categories

Customer Appreciation

Related Zap Templates

Create Custify events for new Calendly invitees

Related Zap Templates

Create Custify events for new Calendly invitees