Calendly + Joinpoints + Formatter by Zapier
Add new Calendly invitations to Joinpoint deal entries
When this happens
Step 1: Invitee Created
Then do this
Step 2: Text
Then do this
Step 3: Text
Then do this
Step 4: Text
Then do this
Step 5: Update a Joinpoint
Use this integration to import demo requests or new leads into Joinpoints from Calendly. It automatically creates a new lead (the contact person and the company behind the person), as well as a new opportunity/project if the sender of the invitation is not stored in Joinpoints.
Invitee CanceledTriggers when an invitee cancels a scheduled event.Trigger- Invitee CreatedTriggers when an invitee schedules an event.Trigger
Date / TimeWork with dates and times to change formatting or add/subtract time (with line-item support).Action- NumbersWork with numeric data to do math operations, reformat currencies, and more (with line-item support).Action
- TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).Action
- UtilitiesVarious utilities like "choose value from list" or "look up in table" (with line-item support).Action
New JoinpointTriggers when a Joinpoint in a specific list or pipeline is created.Trigger- Updated JoinpointTriggers when a Joinpoint in a specific list or pipeline is updated.Trigger
- Joinpoints
Triggers when a specific field of a Joinpoint is updated.
Instant
Trigger
- Joinpoints
Triggers when in the workflow defined "Workflow Trigger" is triggered.
Instant
Trigger
- Joinpoints
Creates a new Joinpoint in a specific List or Pipeline.
Scheduled
Action
- Joinpoints
Get the data of a Joinpoint.
Scheduled
Action
- Joinpoints
Create a task in a Joinpoint.
Scheduled
Action
- Joinpoints
Post a information into the timeline of a Joinpoint.
Scheduled
Action
- Joinpoints
Update the properties of a Joinpoint.
Scheduled
Action
- Joinpoints
Searches a Joinpoint in a specific property.
Scheduled
Action
- Joinpoints
Search a Joinpoint and if doesn't exist, create id
Scheduled
Action
About Joinpoints
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