Calendly + SuiteDash
Create new SuiteDash companies when invitees are created in Calendly
Easily manage your new meeting attendees with a seamless workflow between Calendly and SuiteDash. Whenever a new invitee confirms a meeting on Calendly, this automation will create a company for them in SuiteDash. It's an effortless way to keep your records updated and ensure all new participants are accounted for in your SuiteDash environment.
Easily manage your new meeting attendees with a seamless workflow between Calendly and SuiteDash. Whenever a new invitee confirms a meeting on Calendly, this automation will create a company for them in SuiteDash. It's an effortless way to keep your records updated and ensure all new participants are accounted for in your SuiteDash environment.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Company
Creates a new company.
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Webhook subscription scopeRequired
Try ItNew Company
Triggers when a new company is created.
Try ItNew Project
Triggers when a new project is created.
Try ItType
StatusRequired
PriorityRequired
Project
Assign User
Task TitleRequired
Estimated Time Required (Hours)
Total Time Spent (Hours)
Task Description
Due Date
Tags
Webhook subscription scopeRequired
Try ItNew Contact
Triggers when a new contact is created.
Try ItNew Task
Triggers when a new task is created.
Try ItCompany NameRequired
Category
Primary Phone
Work Email
Home Email
Im
Website
Physical Address
Background Info
Work Phone
Shop Phone
Home Phone
Tags
Associated Contacts
Role
First Name
Last Name
Primary Email