Calendly + NetSuite
Create new records in NetSuite when new invitees are added in Calendly
Effortlessly streamline your event scheduling and customer records management with this workflow. When a new meeting is scheduled in Calendly, a corresponding customer record is created in NetSuite. This workflow ensures all your important meeting information is available in your CRM, allowing for seamless customer engagement tracking and communication. No more manual data entry - stay organized and focus on relationship building with this simple setup.
Effortlessly streamline your event scheduling and customer records management with this workflow. When a new meeting is scheduled in Calendly, a corresponding customer record is created in NetSuite. This workflow ensures all your important meeting information is available in your CRM, allowing for seamless customer engagement tracking and communication. No more manual data entry - stay organized and focus on relationship building with this simple setup.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Record
Creates a new record. Supports standard and custom records.
- 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