Calendly + NextAgency

Create NextAgency tasks for new Calendly invitees

A invitee in Calendly will create a new task in NextAgency. This can help organize meetings/events with clients into their specific case records.

A invitee in Calendly will create a new task in NextAgency. This can help organize meetings/events with clients into their specific case records.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    NextAgencyNextAgency
    Create Task

    Will create task in nextagency.

    ActionWrite
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Supported triggers and actions

calendly logo
calendly logo

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.
Learn more

Related categories

  • Scheduling & Booking
nextagency logo
nextagency logo

About NextAgency

NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.

Related categories

  • CRM (Customer Relationship Management)

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