Calendly + FYI
Create FYI file notes for new Calendly invitees
Effortlessly organize your meeting notes with this Calendly-FYI integration. Whenever a new invitee is created in Calendly, this workflow automatically creates a file note in FYI, ensuring all your important conversations are documented and easily accessible. Stay on top of your appointments, streamline your note-taking process, and make managing meetings a breeze.
Effortlessly organize your meeting notes with this Calendly-FYI integration. Whenever a new invitee is created in Calendly, this workflow automatically creates a file note in FYI, ensuring all your important conversations are documented and easily accessible. Stay on top of your appointments, streamline your note-taking process, and make managing meetings a breeze.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create File Note
Create a File Note.
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Webhook subscription scopeRequired
Try ItNameRequired
Client EmailRequired
Create client if it doesn’t exist yetRequired
Export to xero if connectedRequired
Export Code
Group Name
Phone Number
Mobile Number
Partner Email
Manager Email
NameRequired
Create group if it doesn’t exist yetRequired
NameRequired
Web LinkRequired
Source
Client Email
User Email
Client Code
Export Code
XPM ID
Webhook subscription scopeRequired
Try ItNameRequired
Client Email
User Email
Client Code
Export Code
XPM ID
FileRequired
NameRequired
Create job if it doesn’t exist yetRequired
Client Email
Client Name
Job Code
Partner Email
Manager Email
Start Date
Due Date
NameRequired
HTMLRequired
Source
Client Email
User Email
Client Code
Export Code
XPM ID