Calendly + Outseta

Create Outseta deals for new Calendly invitees

Easily streamline your appointment scheduling and sales process with this Calendly to Outseta workflow. When a new invitee is added in Calendly, a deal will be automatically created in Outseta, making it effortless to manage and track your potential customers. Say goodbye to manual data entry and focus on growing your business with this seamless automation.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Add Deal
Allows you to create a deal and optionally associate it with an account or a person.
ActionWrite

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Supported triggers and actions

What does this mean?

- Webhook subscription scopeRequired
Trigger
Instant
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Account Subscription Started
Triggers when a new subscription starts for an account
Trigger
Instant
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Person Deleted
Triggers when a person is deleted
Trigger
Instant
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Chat Request Added
Triggers when a new chat is received.
Trigger
Instant
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Person Added
Triggers when a new person is created
Trigger
Instant
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Deal Updated
Triggers when a deal is updated.
Trigger
Instant
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- NameRequired
- Account StageRequired
- Client Identifier
- EmailRequired
- First Name
- Last Name
- Is PrimaryRequired
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
- Plan Uid
- Renewal Term
- Send Confirmation EmailRequired
- Quantity
Action
Write

- NameRequired
- DealPipelineStage UidRequired
- Amount
- AssignedToPersonClientIdentifier Uid
- Due Date
- Account Uid
- Person Uid
- Email
- First Name
- Last Name
Action
Write
- Account UIDRequired
- Cancel Immediately
Action
Write
- EmailList UidRequired
- EmailRequired
- First Name
- Last Name
- Send Welcome Email
Action
Write
- Deal UIDRequired
- Name
- DealPipelineStage Uid
- Amount
- AssignedToPersonClientIdentifier Uid
- Due Date
- Account Uid
- Person Uid
Action
Write
- Person EmailRequired
Action
Search

- Webhook subscription scopeRequired
Trigger
Instant
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Account Deleted
Triggers when an account is deleted
Trigger
Instant
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Account Added
Triggers when a new account is created
Trigger
Instant
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Deal Added
Triggers when a new deal is created
Trigger
Instant
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Account Updated
Triggers when an account is updated.
Trigger
Instant
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Person Updated
Triggers when a person is updated.
Trigger
Instant
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- TitleRequired
- Description
- Data
- Entity TypeRequired
- Entity UidRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Write
- Account UIDRequired
Action
Write
- Account UIDRequired
- NameRequired
- Address Line 1
- Address Line 2
- AddressLine3
- City
- State/Region
- Postal Code
- Country
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
- Account Specific Page Url 1
- Account Specific Page Url 2
- Account Specific Page Url 3
- Account Specific Page Url 4
- Account Specific Page Url 5
Action
Write
- Person UidRequired
- EmailRequired
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Write
- Person EmailRequired
- EmailRequired
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Search or 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.

Learn more Help

Related categories

Scheduling & Booking

About Outseta

Outseta is a technology stack for early stage SaaS companies. The platform fully integrates CRM, subscription billing & management, and customer success tools (email, chat, help desk).

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Calendly + Outseta

Create Outseta deals for new Calendly invitees

Invitee Canceled

Account Subscription Started

Person Deleted

Chat Request Added

Person Added

Deal Updated

Add Account

NameRequired

Account StageRequired

Client Identifier

EmailRequired

First Name

Last Name

Is PrimaryRequired

Address Line 1

Address Line 2

Address Line 3

City

State/Region

Postal Code

Country

Plan Uid

Renewal Term

Send Confirmation EmailRequired

Quantity

Add Deal

NameRequired

DealPipelineStage UidRequired

Amount

AssignedToPersonClientIdentifier Uid

Due Date

Account Uid

Person Uid

Email

First Name

Last Name

Cancel Subscription

Account UIDRequired

Cancel Immediately

Subscribe to Email List

EmailList UidRequired

EmailRequired

First Name

Last Name

Send Welcome Email

Update Deal

Deal UIDRequired

Name

DealPipelineStage Uid

Amount

AssignedToPersonClientIdentifier Uid

Due Date

Account Uid

Person Uid

Retrieve Person

Person EmailRequired

Invitee Created

Webhook subscription scopeRequired

Account Deleted

Account Added

Deal Added

Account Updated

Person Updated

Add Custom Activity

TitleRequired

Description

Data

Entity TypeRequired

Entity UidRequired

Add Person

EmailRequired

First Name

Last Name

Mobile #

Work #