Calendly + Simply.Coach

Create new Simply.Coach contacts when Calendly invitees are created

Optimize your coaching business efficiency with this automation. When a new invitee is added in Calendly, a new contact is instantly created in Simply.Coach. This seamless workflow saves you time by eliminating the need for manual data entry, helping you to focus more on coaching and less on managing contact information.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Create Contact
Creates a Contact in your simply.Coach account
ActionWrite

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Supported triggers and actions

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
Try It
- Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Trigger
Instant
Try It
- Routing Form
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

- Event UUIDRequired
Action
Search
- FormRequired
Trigger
Polling
Try It

New Custom Report
Triggers when a new new custom report is generated and available
Trigger
Polling
Try It
- StatusRequired
Trigger
Polling
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Updated Contact
Triggers when your contact is updated
Trigger
Polling
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- Invoice StatusRequired
Trigger
Polling
Try It
- First NameRequired
- Last NameRequired
- Primary EmailRequired
- Secondary Email
- Phone Number
- Company Name
- Time Zone
- Address Line 1
- Address Line 2
- Country
- Zip / Postal Code
- Prospect?Required
- Prospect Stage
- Share access with
Action
Write
- NoteRequired
- Pin this Note
- Select ContactRequired
Action
Write
- Status
Action
Search
- Contact EmailRequired
- First NameRequired
- Last NameRequired
- Primary EmailRequired
- Secondary Email
- Phone Number
- Company Name
- Time Zone
- Address Line 1
- Address Line 2
- Country
- Zip / Postal Code
- Prospect?Required
- Prospect Stage
- Share access with
Action
Search or write

- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Event UUIDRequired
- Reason
Action
Write
- Event TypeRequired
- Start TimeRequired
- Invitee EmailRequired
- Invitee Full Name
- Invitee First Name
- Invitee Last Name
- Invitee TimezoneRequired
- 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
- SearchRequired
Action
Search
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Engagement NameRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Email of Coach to be Assigned
- Phone Number
- Time zone
- Status
- Deliverable
- Total Sessions Planned
- ServicesRequired
- Start DateRequired
- Allow Coachee to schedule sessions?Required
- Invite Client to portalRequired
- Allow Coachee to reschedule sessions?Required
- Sync sessions with Coaches calendar?Required
- Enable Online Meeting?Required
- Send Action Reminders to Coachee?Required
- Send Session Invitation & Reminder emails to coachee?Required
Action
Write
- Contact EmailRequired
Action
Search
- User emailRequired
Action
Search

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 Simply.Coach

Simply.Coach is a digital coaching management used by Coaches, Therapists, Counsellors, Consultants & Trainers to deliver professional services.

Related categories

CRM (Customer Relationship Management)

Calendly + Simply.Coach

Create new Simply.Coach contacts when Calendly invitees are created

Supported triggers and actions

Event Canceled

Invitee Created

New Routing Form Submission

Create One-Off Meeting Link

Mark Invitee as No Show

Find Event

New Response Submitted for Form

New Custom Report

New Invoice

Updated Contact

Updated Invoice

Create Contact

Create Note

Find Form

Find or Create Contact

Invitee Canceled

Invitee No Show Created

Cancel an Event

Book Meeting for Invitee

Cancel Scheduled Event

Find User

New Contact

New Engagement

New Session

Updated Engagement

Updated Session

Create Engagement

Find Contact

Find User

About Calendly

Related categories

About Simply.Coach

Related categories