Calendly + ProcessKit

Calendly + ProcessKit integrations

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 CreatedTriggers when an invitee schedules an event.
TriggerInstant
automatically do this!
Create ProjectCreates a project in ProcessKit
ActionWrite

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More things you can do with Calendly and ProcessKit

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

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- 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
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
- Project ID
  Required
- Task ID
  Required
Action
Write
- Account
  Required
- Project ID
  Required
- Task List Title
  Required
Action
Write
- Account
  Required
- Project ID
  Required
- Select a tag
- Create a new tag
Action
Write
- Account
  Required
- Project ID
  Required
- Task ID
  Required
- Person
  Required
Action
Write
- Account
  Required
- Project ID
  Required
- Task ID
  Required
Action
Write
- Account
  Required
- Project ID
  Required
- Project Title
- Board
- Project Description
- Start Date
- End Date
- Client
Action
Write
- Task Field ID
  Required
- Value
  Required
Action
Write
- Account
  Required
- Client Attributes
  Required
- Client Attribute Value Contains
  Required
Action
Search
- Account
  Required
- Project ID
  Required
Action
Search
- Account
  Required
- Project ID
  Required
- Task Title
  Required
Action
Search
- Account
  Required
- Client name contains
  Required
- Client Name
  Required
- Client Email
  Required
Action
Search or write
- Account
  Required
- Project Title
  Required
- Board
  Required
- Project Description
- Start Date
- End Date
- Client
Action
Search or write
- Account
  Required
- Project ID
  Required
- Task Title
  Required
- Task List ID
  Required
- Task Description
- Start Date
- Due Date
- Position in Task List
Action
Search or write

- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
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
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
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
- Client Name
  Required
- Client Email
  Required
Action
Write
- Account
  Required
- Board
  Required
- Project Title
  Required
- Project Description
- Start Date
- End Date
- Client
Action
Write
- Account
  Required
- Project ID
  Required
- Task List ID
  Required
- Task Title
  Required
- Task Description
- Start Date
- Due Date
- Position in Task List
Action
Write
- Account
  Required
- Project ID
  Required
- Process Template
  Required
Action
Write
- Account
  Required
- Client ID
  Required
- Client Name
- Client Email
  Required
Action
Write
- Account
  Required
- Project ID
  Required
- Task ID
  Required
- Task Title
- Description
- Start Date
- Due Date
Action
Write
- Account
  Required
- Client name contains
  Required
Action
Search
- Account
  Required
- Project Title Contains
  Required
Action
Search
- Account
  Required
- Board
- Project Field
  Required
- Field Value Contains
  Required
Action
Search
- Task ID
  Required
- Field Label
  Required
Action
Search
- Account
  Required
- Client Attributes
  Required
- Client Attribute Value Contains
  Required
- Client Name
  Required
- Client Email
  Required
Action
Search or write
- Account
  Required
- Board
  Required
- Project Field
  Required
- Field Value Contains
  Required
- Project Title
  Required
- 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.

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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.

HelpHelp

Related categories

Project Management