• Calendly logoCalendly logo
  • ProcessKit logoProcessKit logo

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. 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
  • Calendly triggers, actions, and search
    Invitee Canceled
    Triggers when an invitee cancels a scheduled event.
    Trigger
    Instant
  • Calendly triggers, actions, and search
    Invitee Created
    Triggers when an invitee schedules an event.
    Trigger
    Instant
  • ProcessKit triggers, actions, and search
    Updated Project
    Triggers when a new project is created in ProcessKit.
    Trigger
    Instant
  • ProcessKit triggers, actions, and search
    A Project Is Updated
    Triggers when a project has been updated in ProcessKit.
    Trigger
    Instant
  • ProcessKit triggers, actions, and search
    Completed Tasks
    Triggers when a task in a project has been marked completed.
    Trigger
    Instant
  • ProcessKit triggers, actions, and search
    Complete Task
    Mark a task as complete.
    Action
    Write
  • ProcessKit triggers, actions, and search
    Create Client
    Creates a client in ProcessKit
    Action
    Write
  • ProcessKit triggers, actions, and search
    Create Empty Task List
    Create a new, empty task list in a project. Later, you can add tasks to it manually or via another Zapier action.
    Action
    Write
  • ProcessKit

    Creates a project in ProcessKit

    Scheduled

    Action

  • ProcessKit

    Apply a tag to a project in ProcessKit. If the tag doesn't exist yet, this action can create the tag and then apply it.

    Scheduled

    Action

  • ProcessKit

    Create a task in an existing task list in an existing project in ProcessKit.

    Scheduled

    Action

  • ProcessKit

    Assign an existing task to a person in your ProcessKit account

    Scheduled

    Action

  • ProcessKit

    Create a task list in a project. The task list and tasks will be built from a process template in your ProcessKit account.

    Scheduled

    Action

  • ProcessKit

    Mark a task as not completed yet.

    Scheduled

    Action

  • ProcessKit

    Updates a client in ProcessKit

    Scheduled

    Action

  • ProcessKit

    Make updates to an existing project in ProcessKit, including updating project dates and other fields, moving a project to a different board, and associating a client with a project.

    Scheduled

    Action

  • ProcessKit

    Update an existing task's title, content fields, start date, or due date.

    Scheduled

    Action

  • ProcessKit

    Update an existing task field

    Scheduled

    Action

  • ProcessKit

    Find a Client in ProcessKit that has a name that contains this text. If there are multiple matches, the most recently created Client will be returned.

    Scheduled

    Action

  • ProcessKit

    Find a Client in your ProcessKit account, which has a value in the selected custom client attribute field that contains this text. If there are multiple matches, the Client that was most recently created will be returned.

    Scheduled

    Action

  • ProcessKit

    Find a project in ProcessKit by its title

    Scheduled

    Action

  • ProcessKit

    Find a project in ProcessKit by custom field values

    Scheduled

    Action

  • ProcessKit

    Find a task within a project in ProcessKit

    Scheduled

    Action

  • ProcessKit

    Find a task field in a task by its label. Enter the exact label text (case sensitive) for the field you want to find.

    Scheduled

    Action

  • ProcessKit

    Find a Client in ProcessKit that has a name that contains this text. If there are multiple matches, the most recently created Client will be returned.

    Scheduled

    Action

  • ProcessKit

    Find a Client in your ProcessKit account, which has a value in the selected custom client attribute field that contains this text. If there are multiple matches, the Client that was most recently created will be returned.

    Scheduled

    Action

  • ProcessKit

    Find a project in ProcessKit by its title

    Scheduled

    Action

  • ProcessKit

    Find a project in ProcessKit by custom field values

    Scheduled

    Action

  • ProcessKit

    Find a task within a project in ProcessKit

    Scheduled

    Action

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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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About ProcessKit

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

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