Manage new Calendly invitees by creating or updating tasks in FYI
Manage your tasks with ease every time you schedule a new meeting in Calendly. With this workflow, any new invitee added in Calendly will prompt the creation or update of a corresponding task in FYI. Ensure all your meetings are accounted for, boosting your efficiency without the extra hassle.
Manage your tasks with ease every time you schedule a new meeting in Calendly. With this workflow, any new invitee added in Calendly will prompt the creation or update of a corresponding task in FYI. Ensure all your meetings are accounted for, boosting your efficiency without the extra hassle.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create or Update Task
Create or Update a Task in FYI.
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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