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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- 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