Calendly + ProcessKit

A Calendly appointment booking creates a new project in ProcessKit

Use this integration to run when a new appointment has been booked via Calendly. This would then create a project in ProcessKit. By specifying a board in your ProcessKit account, you can have ProcessKit automatically load your process template(s) as tasks for your team to follow. For example, pre-appointment preparation tasks or post-appointment followup tasks.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Create Project
Creates a project in ProcessKit
ActionWrite

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Supported triggers and actions

- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Webhook subscription scopeRequired
Trigger
Instant
Try It
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- SearchRequired
Action
Search
- AccountRequired
Trigger
Instant
Try It

- AccountRequired
- Project IDRequired
- Task IDRequired
Action
Write
- AccountRequired
- Project IDRequired
- Task List TitleRequired
Action
Write

- AccountRequired
- Project IDRequired
- Select a tag
- Create a new tag
Action
Write
- AccountRequired
- Project IDRequired
- Task IDRequired
- PersonRequired
Action
Write
- AccountRequired
- Project IDRequired
- Task IDRequired
Action
Write
- AccountRequired
- Project IDRequired
- Project Title
- Board
- Project Description
- Start Date
- End Date
- Client
Action
Write
- Task Field IDRequired
- ValueRequired
Action
Write
- AccountRequired
- Client AttributesRequired
- Client Attribute Value ContainsRequired
Action
Search
- AccountRequired
- Project IDRequired
Action
Search
- AccountRequired
- Project IDRequired
- Task TitleRequired
Action
Search
- AccountRequired
- Client name containsRequired
- Client NameRequired
- Client EmailRequired
Action
Search or write
- AccountRequired
- Project TitleRequired
- BoardRequired
- Project Description
- Start Date
- End Date
- Client
Action
Search or write
- AccountRequired
- Project IDRequired
- Task TitleRequired
- Task List IDRequired
- Task Description
- Start Date
- Due Date
- Position in Task List
Action
Search or write

- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
- Client NameRequired
- Client EmailRequired
Action
Write
- AccountRequired
- BoardRequired
- Project TitleRequired
- Project Description
- Start Date
- End Date
- Client
Action
Write
- AccountRequired
- Project IDRequired
- Task List IDRequired
- Task TitleRequired
- Task Description
- Start Date
- Due Date
- Position in Task List
Action
Write
- AccountRequired
- Project IDRequired
- Process TemplateRequired
Action
Write
- AccountRequired
- Client IDRequired
- Client Name
- Client EmailRequired
Action
Write
- AccountRequired
- Project IDRequired
- Task IDRequired
- Task Title
- Description
- Start Date
- Due Date
Action
Write
- AccountRequired
- Client name containsRequired
Action
Search
- AccountRequired
- Project Title ContainsRequired
Action
Search
- AccountRequired
- Board
- Project FieldRequired
- Field Value ContainsRequired
Action
Search
- Task IDRequired
- Field LabelRequired
Action
Search
- AccountRequired
- Client AttributesRequired
- Client Attribute Value ContainsRequired
- Client NameRequired
- Client EmailRequired
Action
Search or write
- AccountRequired
- BoardRequired
- Project FieldRequired
- Field Value ContainsRequired
- Project TitleRequired
- Project Description
- Start Date
- End Date
- Client
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

Related categories

Scheduling & Booking

About ProcessKit

ProcessKit gives your team its operating procedures, systems, and automation workflows to make repeatable projects more predictable and scalable.

Related categories

Project Management

Calendly + ProcessKit

A Calendly appointment booking creates a new project in ProcessKit

Invitee Canceled

Invitee No Show Created

Cancel Scheduled Event

Find User

A Project Is Updated

Complete Task

Create Empty Task List

Add Tag to Project

Assign Person to Task

Mark Task Incomplete

Update Project

Update Task Field

Find Client by Custom Attribute Value

Find Project by ID

Find Task

Find or Create a Client

Find or Create a Project

Find or Create a Task

Invitee Created

Create One-Off Meeting

Mark Invitee as No Show

Updated Project

Completed Tasks

Create Client

Create Project

Create Task

Create Task List From Process Template

Update Client

Update Task

Find Client by Name

Find Project by Title

Find Project by Custom Field Value

Find Task Field

Find or Create a Client

Find or Create a Project

About Calendly

Related categories

About ProcessKit

Related categories