Calendly + OnboardMe

Calendly + OnboardMe integrations

Create new leads in OnboardMe for new invitees created in Calendly

This workflow activates when a new attendee joins via the Calendly app, conveniently creating a new lead in the OnboardMe app. It's an effective tool to ensure you never miss an opportunity to engage and follow up with every potential customer. Save time and enhance your lead management process with this powerful and efficient workflow that is so simple to set up.

When this happens...
Invitee CreatedTriggers when an invitee schedules an event.
TriggerInstant
automatically do this!
Create a New LeadCreates a new lead in the practice
ActionWrite

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More things you can do with Calendly and OnboardMe

Discover other triggers and actions you can use with Calendly and OnboardMe

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
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- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
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- Routing Form
Trigger
Instant
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- Event Name
  Required
- Host User
  Required
- Co-hosts
- Duration (in minutes)
  Required
- Time Zone
- Start Date
  Required
- End Date
  Required
- Location Kind
- Location
- Additional Location Info
Action
Write
- Event Type
  Required
- Start Time
  Required
- Invitee Email
  Required
- Invitee Full Name
- Invitee First Name
- Invitee Last Name
- Invitee Timezone
  Required
- Location Type
- Text Reminder Phone Number
- Event Guests
- Questions
- Answers
- Enable Invitee Tracking
Action
Write

- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
- Name
- Email
- Email Is Primary
- Phone Number
- Timezone
- Job Title
- Company
- Country
- State
- City
- LinkedIn
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Event UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Sort
- Email
- Phone Number
- Timezone
- Name
- Job Title
- Company
- Country
- State
- City
Action
Search
New Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
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- eForm Template ID
  Required
- Client Name
  Required
- Client Email
  Required
- Send Email
  Required
Action
Write
- Client Key
  Required
- Include AML Check
- Skip Sending Verification Email
  Required
Action
Write
- Entity Name
  Required
- Entity Type
  Required
- Email
- Mobile
- Lead Value
- Note Subject
- Note Text
Action
Write
- Name
- Middle Name
- Surname
- Email
- Last Updated
Action
Search

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
Trigger
Instant
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- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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- Event UUID
  Required
- Reason
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Name
  Required
- Email
  Required
- Email Is Primary
- Phone Number
- Timezone
- Job Title
- Company
- Country
- State
- City
- LinkedIn
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Search
  Required
Action
Search
New eForm Submitted
Triggers when an eForm submitted.
Trigger
Instant
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- Template ID
  Required
- Client Key
  Required
- Send Email
  Required
Action
Write
- Client type
  Required
- Client Status
  Required
- Client Code
- Client Name / Company Name
  Required
- Middle Name
- Client Surname
- Client Initials
- Client Birth Date
- Place of Birth
- Client Email
  Required
- Client Telephone
- Client Mobile
- Client Tax Number
- Tax Number Not Required
- Client Sales Tax Number
- Client Company Number
- Client Identity Number
- Client Gender
- Client Note
Action
Write
- Client Name
  Required
- Client Email
  Required
- Client Mobile
  Required
- Include AML Check
- Skip Sending Verification Email
  Required
Action
Write
- Proposal Key
  Required
Action
Write

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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Related categories

Scheduling & Booking

About OnboardMe

OnboardMe is a Proposal and Onboarding platform designed for professional services firms to simplify the onboarding process.

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Related categories

Beta

Proposal & Invoice Management