Calendly + Ortto

Calendly + Ortto integrations

Create custom activities in Ortto when new invitees are created in Calendly

When a new invitee gets added in Calendly, streamline your process through this workflow by creating a custom activity in Ortto. This is ideal for organizations wanting to keep their activities in check efficiently. With this setup, you're always on top of events and engagements, making sure no responsibility gets missed in your busy schedule.

When this happens...
Invitee CreatedTriggers when an invitee schedules an event.
TriggerInstant
automatically do this!
Create Custom ActivityCreate a custom Activity for a person, optionally create a new record beforehand.
ActionWrite

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More things you can do with Calendly and Ortto

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

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
- 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

Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search

- Search
  Required
Action
Search
- Record Type
  Required
- Fields
  Required
Trigger
Instant
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- Record Type
  Required
- Event
  Required
Trigger
Instant
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- Record Type
  Required
- Update By
  Required
Action
Write
- Operation
  Required
- Record Type
  Required
- Search By
  Required
Action
Write
- Record Type
  Required
- Search By
  Required
Action
Search

- 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
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Choose an activity
  Required
Trigger
Instant
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- Record Type
  Required
Trigger
Instant
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- Custom Activity
  Required
- Search By
  Required
Action
Write
- Search By
  Required
Action
Write
- Search By
  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 Ortto

Grow your brand faster with a customer data and marketing automation platform designed for businesses who sell online.

Learn moreLearn moreHelpHelp

Related categories

Marketing

Related Zap Templates

Create new Ortto records when new Calendly invitees are added

Create custom activities in Ortto when invitees cancel in Calendly

Create new Ortto records each time new invitees are added in Calendly