Calendly + Financial Cents
Create new Financial Cents contacts from newly created Calendly invitees
Streamline your client management process with this efficient workflow. When a new invitee is added in Calendly, a corresponding contact is created in Financial Cents. This ensures you never miss out on important clients and maintains your financial data organization, saving you precious time and effort on manual data entry.
Streamline your client management process with this efficient workflow. When a new invitee is added in Calendly, a corresponding contact is created in Financial Cents. This ensures you never miss out on important clients and maintains your financial data organization, saving you precious time and effort on manual data entry.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Contact
Creates a new contact, probably with input from previous steps.
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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