Calendly + MyCase
Create new tasks in MyCase when new invitees are added in Calendly
This workflow keeps your legal practice in sync by creating a new task in MyCase each time a meeting is scheduled in Calendly. It saves time and ensures you never miss following up on an important meeting. Optimize your task management while also staying on top of your schedule with this simplified process.
This workflow keeps your legal practice in sync by creating a new task in MyCase each time a meeting is scheduled in Calendly. It saves time and ensures you never miss following up on an important meeting. Optimize your task management while also staying on top of your schedule with this simplified process.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Task
Creates a new Task.
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About Calendly
Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.
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About MyCase
MyCase is legal case management software for unparalleled productivity.