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.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Task
Will create task in nextagency.
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