Calendly + MyCase
Create new leads in MyCase for every new invitee in Calendly
When a new invitee is added in Calendly, this automation creates a new lead in MyCase instantly, streamlining your client management process and saving you time. Instead of manually importing user details, let this workflow do the work for you. Seamlessly integrating the functionality of both apps, it enhances your productivity and ensures that no potential client slips through the cracks.
When a new invitee is added in Calendly, this automation creates a new lead in MyCase instantly, streamlining your client management process and saving you time. Instead of manually importing user details, let this workflow do the work for you. Seamlessly integrating the functionality of both apps, it enhances your productivity and ensures that no potential client slips through the cracks.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Lead
Creates a new lead.
- Free forever for core features
- 14 day trial for premium features & apps
Event Canceled
Triggers when an event is canceled.
Try ItFree Plan Copy
Webhook subscription scopeRequired
Event Type
Try ItRouting Form
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Free Plan Copy
Webhook subscription scopeRequired
Try ItFree Plan Copy
Webhook subscription scopeRequired
Try ItEvent UUIDRequired
Reason
Event TypeRequired
Start TimeRequired
Invitee EmailRequired
Invitee Full Name
Invitee First Name
Invitee Last Name
Invitee TimezoneRequired
Location Type
Text Reminder Phone Number
Event Guests
Questions
Answers
Enable Invitee Tracking