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Calendly + PartnerStack

Create PartnerStack customers from new Calendly invitees

Streamline your onboarding process by instantly creating new customers in PartnerStack when they schedule an appointment through Calendly. With this workflow, whenever someone books a meeting with you on Calendly, a new customer will be automatically added to PartnerStack, making it easy to track and manage your prospects in one place. Simplify your sales pipeline and focus on building relationships with your leads.

When this happens...
Invitee Created or RescheduledTriggers when an invitee schedules or reschedules an event.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

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More things you can do with Calendly and PartnerStack

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

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It

- Routing Form
Trigger
Instant
Try It
- 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
- Search
  Required
Action
Search
- Event
Trigger
Instant
Try It
- Event
Trigger
Instant
Try It
- Event
Trigger
Instant
Try It
- Event
Trigger
Instant
Try It
- Event
Trigger
Instant
Try It
- Partner Key
  Required
- Deal Key
  Required
- Account Name
  Required
- Contact First Name
  Required
- Contact Last Name
  Required
- Amount
  Required
- Close Date
  Required
- Stage
  Required
- Meta
Action
Write
- Group
- Email
  Required
- First Name
- Last Name
- Partner Key
- Metadata
Action
Write
- Partner Key
  Required
- Email
  Required
- Customer Key
  Required
- Name
- Phone Number
- Website
Action
Write
- Partner Key
- Deal Key
  Required
- Account Name
- Contact First Name
- Contact Last Name
- Amount
- Close Date
- Stage
- Meta
Action
Write
- Partner Key/Email
  Required
- Group Slug
- Partner Key
Action
Write
- Email
  Required
Action
Search
- Customer Key
  Required
- Partner Key
  Required
- Email
  Required
- Name
- Phone Number
- Website
Action
Search or write
- Partner Key/Email
  Required
- Group
- Email
  Required
- First Name
- Last Name
- Partner Key
- Metadata
Action
Search or write

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
Event Canceled
Triggers when an event is canceled.
Trigger
Polling
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
- Invitee type
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- 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
- Invitee Email
  Required
- Scope
  Required
- Event Type
- Event Status
- Sort Order
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
- Event
Trigger
Instant
Try It
- Event
Trigger
Instant
Try It
- Event
Trigger
Instant
Try It
- Event
Trigger
Instant
Try It
- Partner Key
- Customer Key
- Name
  Required
- Actions Completed
Action
Write
- Partner Key
  Required
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Company
  Required
- Status
  Required
- Meta
Action
Write
- Customer Key
  Required
- Amount
  Required
- Currency
- Transaction Key
- Product Key
Action
Write
- Customer Key
  Required
- Customer Key
- Partner Key
- Customer Name
- Customer Email
- External Provider Key
Action
Write
- Key
  Required
- Email
- First Name
- Last Name
- Company
- Status
- Meta
Action
Write
- Customer Key/Email
  Required
Action
Search
- Partner Key/Email
  Required
Action
Search
- Email
  Required
- Partner Key
  Required
- First Name
  Required
- Last Name
  Required
- Company
  Required
- Status
  Required
- Meta
Action
Search or write

About Calendly

Calendly connects the entire meeting workflow — scheduling, payments, meeting notes, contacts, and more — and handles the work before, during, and after meetings.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

About PartnerStack

PartnerStack (formerly GrowSumo) is a growth automation platform that helps your company automatically manage and reward partners for promoting your business. Fully equip your partners for marketing, referral, and sales success with custom referral links and company pages. Engage partners through automated email campaigns and challenges, and then track partner performance with detailed analytics. Use the centralized dashboard to support all of your partner channels, including reseller, marketing, and referral partner programs. You can even ensure global compliance by funnelling all rewards through PartnerStack.

HelpHelp

Related categories

Marketing Automation

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