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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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