Calendly + Moneybird
Create new contacts in Moneybird for newly created invitees in Calendly
Elevate your efficiency with this streamlined workflow. When a new invitee is added in Calendly, their information is instantaneously transferred to Moneybird, creating a new contact. This automation aids in maintaining a unified and updated client database in Moneybird, smoothly incorporating new contacts without the need for repetitive data entry. Stay organized, save time, and keep your focus on what truly matters - building strong client relationships.
Elevate your efficiency with this streamlined workflow. When a new invitee is added in Calendly, their information is instantaneously transferred to Moneybird, creating a new contact. This automation aids in maintaining a unified and updated client database in Moneybird, smoothly incorporating new contacts without the need for repetitive data entry. Stay organized, save time, and keep your focus on what truly matters - building strong client relationships.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Contact
Triggers when a new contact is created.
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Webhook subscription scopeRequired
Try ItNew Contact
Triggers when a new contact is created.
Try ItNew Sales Invoice
Triggers when a new sales invoice is created.
Try ItCompany Name
Address1
Address2
Zipcode
City
Country
Email
Phone
Delivery Method
Customer Id
Tax Number
Firstname
Lastname
Chamber Of Commerce
Send Invoices To Attention
Send Invoices To Email
Send Quotes To Attention
Send Quotes To Email
Import Job
Sepa Active
Sepa Iban
Sepa Iban Account Name
Sepa Bic
Sepa Mandate Id
Sepa Mandate Date
Sepa Sequence Type
Email Ubl