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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.

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.

  1. short arrow
    long arrow
    When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event.

    TriggerInstant
  2. automatically do this!
    ProcessKitProcessKit
    Create Project

    Creates a project in ProcessKit

    ActionWrite

Supported triggers and actions

What does this mean?
calendly logo
calendly logo
calendly logo

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
processkit logo
processkit logo
processkit logo

About ProcessKit

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

Related categories

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