Calendly + SmartMatchApp

Create or update SmartMatchApp clients when new Calendly invitees are created

Ensure your interactions with new invitees are organized and efficient with this workflow. When an invitee is created in Calendly, this automation will create or update a client in SmartMatchApp. It's an effective way to save time on manual data entry and keep your contact database current. Enjoy a seamless event management experience as all details are methodically categorized and updated.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Create or Update Client
Create or Update a client.
ActionWrite

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Supported triggers and actions

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Trigger
Instant
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- Routing Form
Trigger
Instant
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- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write

- SearchRequired
Action
Search
Create Client (Deprecated)
Creates a new client. Please use "Create or Update Client" instead.
Action
Write

- Client IDRequired
Action
Write
- Fullname
- Search by primary phone
- Search by primary email
- Is Submitted
- Is Archived
Action
Search

- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
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- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
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- Event UUIDRequired
- Reason
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUIDRequired
Action
Search
- ObjectRequired
Trigger
Instant
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- Client ID
- Created
Action
Write
- Client IDRequired
- Photo ListRequired
Action
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