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Calendly + Pipeline

Create Pipeline asks for new Calendly events

Tired of spending precious meeting time gathering data? Use this Zapier integration to automatically kick-off a pre-meeting workflow for the customer right after they book a meeting with you. After they book a a new meeting with you, a Pipeline ask will be created automatically. Help your customers complete critical administrative tasks before your meeting, ex: fill out a questionnaire, upload files, confirm system settings, etc.

When this happens...
Invitee Created or RescheduledTriggers when an invitee schedules or reschedules an event.
TriggerInstant
automatically do this!
Create AskCreates an Ask with you as the submitter
ActionWrite

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More things you can do with Calendly and Pipeline

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

- 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
- Custom Field UUID
- Custom Field Value
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
- Flow
  Required
- Status
  Required
- Submitter
- Keywords
Trigger
Polling
Try It
- ID
  Required
- New Step Name
  Required
- New Step Order
  Required
- Instructions
- Assign to Email
- Assign to Team
Action
Write
- ID
  Required
- Bundle
  Required
Action
Write
- ID
  Required
- Email
  Required
Action
Write
- ID
  Required
- Note
  Required
Action
Write
- ID
  Required
- Step ID
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
Action
Write
- ID
  Required
- Bundle
  Required
Action
Write
- ID
  Required
- Step Name(s) to skip
  Required
Action
Write
- ID
  Required
- Field Name
  Required
- Field Value
  Required
Action
Write
- ID
  Required
Action
Search

- 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
- Custom Field UUID
- Custom Field Value
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
- Exclude
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
- Exclude
Action
Search
- Flow
  Required
- Status
  Required
- Submitter
- Current Step Owner
- Keywords
Trigger
Polling
Try It
- Bundle
  Required
- Overview
  Required
- Owner Email
- Owner Team
Action
Write
- Step ID
  Required
- File Url
  Required
- File Name
Action
Write
- Ask ID
  Required
- Note
  Required
- Step ID
Action
Write
- ID
  Required
- Note
  Required
Action
Write
- Flow
  Required
- First Name
- Last Name
- Email
- Mobile Phone
- Ask
  Required
- Details
- Additional Fields
Action
Write
- ID
  Required
- Step ID
  Required
- Email
  Required
Action
Write
- To Email
  Required
- To Name
  Required
- Subject Line
  Required
- HTML Email Body
  Required
- Reply To Email
- CC (carbon-copy)
Action
Write
- ID
  Required
- Email
- Ask
  Required
- Flow
- Details
- Additional Fields
- Include Files?
  Required
Action
Write
- Flow
- Status
- Submitter
- Keywords
Action
Search
- ID
  Required
- Keywords
  Required
Action
Search

About Calendly

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

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Related categories

Scheduling & Booking

About Pipeline

Pipeline extends your workflows across teams, departments, and companies.

HelpHelp

Related categories

Team Collaboration