Calendly + Custify

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 Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Update Company
Update a company based on company ID
ActionWrite

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Supported triggers and actions

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
Try It
- Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Trigger
Instant
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- Routing Form
Trigger
Instant
Try It
- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write

- SearchRequired
Action
Search
- SegmentRequired
Trigger
Instant
Try It

- SegmentRequired
Trigger
Instant
Try It
- PlaybookRequired
Trigger
Instant
Try It
- User ID
- Email
- CSAT scoreRequired
- Comment
- Submitted At
Action
Write
- User IDRequired
- Company IDRequired
Action
Write
- User ID
- Email
- NPS scoreRequired
- Comment
- NPS date and time
Action
Write
- Company IDRequired
- Task nameRequired
- Task description
- Task due date
- Task priorityRequired
Action
Write
- New custom attribute
Action
Write
- EmailRequired
Action
Search
- EmailRequired
- New custom attribute
Action
Search or write

- 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
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUIDRequired
Action
Search
- SegmentRequired
Trigger
Instant
Try It
- SegmentRequired
Trigger
Instant
Try It
- PlaybookRequired
Trigger
Instant
Try It
- New custom attribute
Action
Write
- Event nameRequired
- Event date and timeRequired
- User ID
- Email
- Company ID
- Metadata
Action
Write
- Company ID
- User ID
- TextRequired
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.

Learn more

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.

Related categories

Customer Appreciation

Related Zap Templates

Create Custify events for new Calendly invitees

Related Zap Templates

Create Custify events for new Calendly invitees

Calendly + Custify

Update companies in Custify when new invitees are created in Calendly

Supported triggers and actions

Event Canceled

Invitee Created

New Routing Form Submission

Create One-Off Meeting

Cancel Scheduled Event

Find User

Company Leaves Segment

Person Leaves Segment

Playbook Step

Send CSAT

Link Person to Company

Send NPS

Create Task

Update Person

Find Person

Find or Create People

Invitee Canceled

Invitee No Show Created

Cancel an Event

Mark Invitee as No Show

Find Event

Company Enters Segment

Person Enters Segment

Person Playbook Step

Create Company

Send Event

Create Note

Create Person

Update Company

Find Company

Find or Create Company

About Calendly

Related categories

About Custify

Related categories

Related Zap Templates

Related Zap Templates