Calendly + MyCase
Create new MyCase persons when Calendly invitees are created
This workflow springs into action when a new invitee is added in your Calendly app, creating a new person in your MyCase app. Expanding your network of contacts becomes a breeze with this streamlined system. No more manual data entry, let this workflow ensure everyone you meet in Calendly gets their place in MyCase, keeping your client management efficient and up to date.
This workflow springs into action when a new invitee is added in your Calendly app, creating a new person in your MyCase app. Expanding your network of contacts becomes a breeze with this streamlined system. No more manual data entry, let this workflow ensure everyone you meet in Calendly gets their place in MyCase, keeping your client management efficient and up to date.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Person
Creates a new Person.
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