Calendly + The Customer Factor
Create jobs or invoices in The Customer Factor for new invitees in Calendly
This workflow kicks in when a new invitee is added in the Calendly app, prompting the creation of a job or invoice in The Customer Factor app. It's perfect for professionals who want a seamless transition from scheduling to invoicing. Experience an efficient process that saves time, reduces manual data entry, and prevents any appointment from falling through the cracks.
This workflow kicks in when a new invitee is added in the Calendly app, prompting the creation of a job or invoice in The Customer Factor app. It's perfect for professionals who want a seamless transition from scheduling to invoicing. Experience an efficient process that saves time, reduces manual data entry, and prevents any appointment from falling through the cracks.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Job or Invoice
This action will create a job with or without invoice in The Customer Factor
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