Calendly + DashClicks

Create new DashClicks deals when new invitees are added in Calendly

When a new invitee is added in Calendly, this workflow immediately sets up a new deal in DashClicks. This integration saves you time by eliminating manual data entry, allowing you to focus on more important tasks. You'll be able to manage your business interactions more efficiently and boost productivity.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Create New Deal (Deals)
Create a new deal in your Deals App
ActionWrite

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Supported triggers and actions

What does this mean?

- Webhook subscription scopeRequired
Trigger
Instant
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Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
New Business (Contacts)
Triggers when a new business is added to the Contacts App.
Trigger
Instant
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New Person (Contacts)
Triggers when a new person is added to the Contacts App.
Trigger
Instant
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- Which pipeline should we watch for new deals?Required
Trigger
Instant
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- Which pipeline should we watch for deal status changes?Required
- When a deal changes to this status, this will trigger the zap. Which status would you like?Required
Trigger
Instant
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- Which funnel should we watch for purchases?Required
- When a sale is processed on this step, this will trigger the zap. Which step would you like?Required
Trigger
Instant
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New Instareport Built (Instareports)
Triggers when an Instareport has finished building.
Trigger
Instant
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New Review (Reputation)
Triggers when an new review is left in one of your connected reputation integrations.
Trigger
Instant
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Create New Person (Contacts)
Create a new contact of type person in your Contacts App
Action
Write
- What is the ID of the deal you want to update?Required
Action
Write
- Instasite TemplateRequired
- BusinessRequired
Action
Write
- Email
Action
Search
- Email
Action
Search
- In which pipeline would you like to search for deals?Required
- Name
Action
Search or write

- Webhook subscription scopeRequired
Trigger
Instant
Try It
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
Business Updated (Contacts)
Triggers when a business is updated on the Contacts App.
Trigger
Instant
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Person Updated (Contacts)
Triggers when a person is updated on the Contacts App.
Trigger
Instant
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- Which pipeline should we watch for deal stage changes?Required
- When a deal enters this deal stage, this will trigger the zap. Which stage would you like?Required
Trigger
Instant
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- Which funnel should we watch for optins?Required
- When a form is submitted on this step, this will trigger the zap. Which step would you like?Required
Trigger
Instant
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- Which campaign should we watch for new leads?Required
Trigger
Instant
Try It
New Instasite Built (Instasites)
Triggers when an Instasite has finished building.
Trigger
Instant
Try It
Create New Business (Contacts)
Create a new contact of type business in your Contacts App
Action
Write
Create New Deal (Deals)
Create a new deal in your Deals App
Action
Write
- BusinessRequired
Action
Write
- PeopleRequired
- Type of notificationRequired
Action
Write
- In which pipeline would you like to search for deals?Required
- Name
Action
Search
- Email
Action
Search or write
- Email
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 Help

Related categories

Scheduling & Booking

About DashClicks

DashClicks is SaaS product offering a variety of digital marketing services and software solutions generate leads and facilitate sales.

Help

Related categories

Marketing

PRODUCTS

CAPABILITIES

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Calendly + DashClicks

Create new DashClicks deals when new invitees are added in Calendly

Invitee Canceled

Cancel Scheduled Event

New Business (Contacts)

New Person (Contacts)

New Deal (Deals)

Which pipeline should we watch for new deals?Required

Deal Status Changed (Deals)

Which pipeline should we watch for deal status changes?Required

When a deal changes to this status, this will trigger the zap. Which status would you like?Required

New Purchase (Funnels)

Which funnel should we watch for purchases?Required

When a sale is processed on this step, this will trigger the zap. Which step would you like?Required

New Instareport Built (Instareports)

New Review (Reputation)

Create New Person (Contacts)

Update a Deal (Deals)

What is the ID of the deal you want to update?Required

Create New Instasite (Instasites)

Instasite TemplateRequired

BusinessRequired

Search Businesses

Email

Search People

Email

Find or Create a Deal

In which pipeline would you like to search for deals?Required

Name

Invitee Created

Webhook subscription scopeRequired

Mark Invitee as No Show

Business Updated (Contacts)

Person Updated (Contacts)

Deal Stage Changed (Deals)

Which pipeline should we watch for deal stage changes?Required

When a deal enters this deal stage, this will trigger the zap. Which stage would you like?Required

New Optin (Funnels)

Which funnel should we watch for optins?Required

When a form is submitted on this step, this will trigger the zap. Which step would you like?Required

New Lead (Inbound)

Which campaign should we watch for new leads?Required

New Instasite Built (Instasites)

Create New Business (Contacts)

Create New Deal (Deals)

Create New Instareport (Instareports)

BusinessRequired

Send a New Review Request (Reputation)

PeopleRequired

Type of notificationRequired

Search Deals

In which pipeline would you like to search for deals?Required

Name

Find or Create a Business Contact

Email

Find or Create a Person Contact

Email

About Calendly

Related categories

About DashClicks

Related categories

Related Zap Templates

Related Zap Templates