Calendly + Dovetail

Calendly + Dovetail integrations

Create notes in Dovetail for new Calendly invitees

Effortlessly keep track of your Calendly invitees by automatically creating a note in Dovetail whenever a new invitee is added. This streamlined workflow ensures you have all the relevant information in one place, making it easy to manage and organize your meetings and attendees. Stay on top of your schedule and never miss a detail with this seamless integration between Calendly and Dovetail.

When this happens...
Invitee CreatedTriggers when an invitee schedules an event.
TriggerInstant
automatically do this!
Add Data to ProjectAdds data to an existing project.
ActionWrite

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More things you can do with Calendly and Dovetail

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

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- 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
New Project
Triggers when a new project is created
Trigger
Polling
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- Channel
  Required
- Text
- Timestamp
  Required
- Source Title
- Source URL
- Custom fields
Action
Write
- Project
  Required
- Title
- Content
- Append content if data exists
Action
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
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- 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
- Project
Trigger
Polling
Try It
Updated Project
Triggers when a project is updated.
Trigger
Polling
Try It
- Project
  Required
- Title
- Content
- Published
- Append content if insight exists
Action
Write
- Name
Action
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 moreLearn moreHelpHelp

Related categories

Scheduling & Booking

About Dovetail

Dovetail is an AI-first customer insights hub that combines feedback and research to create a single source of truth for customer knowledge.

Learn moreLearn moreHelpHelp

Related categories

Project Management