Calendly + Financial Cents

Create new Financial Cents projects from new Calendly invitees

Create a seamless workflow between Calendly and Financial Cents with this efficient solution. Whenever a new invitee is added in Calendly, a project will be launched in Financial Cents, effectively streamlining your client onboarding process. This workflow saves valuable time, minimizes manual data entry, and reinforces your team's efficiency for keeping track of new invitees.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
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Create Project
Creates a new project, probably with input from previous steps.
ActionWrite

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Supported triggers and actions

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Trigger
Instant
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- Routing Form
Trigger
Instant
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- 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
New Contact
Triggers when a new contact is created.
Trigger
Instant
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- Client IDRequired
- Contact NameRequired
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
Action
Write
- Contact IDRequired
- Contact NameRequired
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
Action
Write
- NameRequired
Action
Search
- NameRequired
- Display NameRequired
- Contact Name
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
Action
Search or write

- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
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- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
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- Event UUIDRequired
- Reason
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUIDRequired
Action
Search
New Client
Triggers when a new client is created.
Trigger
Instant
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- Display NameRequired
- Contact Name
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
Action
Write
- TemplateRequired
- Client
- Zapier Date
Action
Write
- NameRequired
Action
Search
- TitleRequired
Action
Search
- Contact NameRequired
- Client IDRequired
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
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