Calendly + Financial Cents
Create new Financial Cents clients from new Calendly invitees
When a new invitee is added in your Calendly app, this workflow creates a new client in Financial Cents. This process makes it easier to keep track of new appointments and manage your client databases in real time. It's an efficient way to streamline your appointment scheduling and follow-up procedures, enhancing your productivity in your financial business.
When a new invitee is added in your Calendly app, this workflow creates a new client in Financial Cents. This process makes it easier to keep track of new appointments and manage your client databases in real time. It's an efficient way to streamline your appointment scheduling and follow-up procedures, enhancing your productivity in your financial business.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Client
Creates a client in Financial Cents.
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Event Canceled
Triggers when an event is canceled.
Try ItFree Plan Copy
Webhook subscription scopeRequired
Event Type
Try ItRouting Form
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Free Plan Copy
Webhook subscription scopeRequired
Try ItFree Plan Copy
Webhook subscription scopeRequired
Try ItEvent UUIDRequired
Reason
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