Calendly + upcoach

Calendly + upcoach integrations

Add new Calendly invitees as clients in upcoach

When a new invitee is added in Calendly, this workflow seamlessly transfers the information to upcoach, adding them as a new client. This efficient process eliminates the need for manual data entry, freeing up your time for other important tasks. Enhance your client management by instantly transferring your Calendly contacts to upcoach, ensuring a streamlined experience.

When this happens...
Invitee CreatedTriggers when an invitee schedules an event.
TriggerInstant
automatically do this!
Add a ClientAdds a Client to the organization.
ActionWrite

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More things you can do with Calendly and upcoach

Discover other triggers and actions you can use with Calendly and upcoach

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Event UUID
  Required
- Reason
Action
Write
- Event Type
  Required
- Start Time
  Required
- Invitee Email
  Required
- Invitee Full Name
- Invitee First Name
- Invitee Last Name
- Invitee Timezone
  Required
- 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
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search

- Search
  Required
Action
Search
New Program
Triggers when a new program is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created on a program.
Trigger
Polling
Try It
- Name
  Required
- Email
  Required
- Password
- Timezone
- Send invite
Action
Write
- Todo title
  Required
- Todo description
- Due date
- Program
- Member
  Required
Action
Write
- Program
  Required
- Member
  Required
Action
Write
- Email
  Required
- Name
  Required
- Password
- Timezone
- Send invite
Action
Search or write

- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Routing Form
Trigger
Instant
Try It
- Event Name
  Required
- Host User
  Required
- Co-hosts
- Duration (in minutes)
  Required
- Time Zone
- Start Date
  Required
- End Date
  Required
- Location Kind
- Location
- Additional Location Info
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
New Client
Triggers when a new client is created.
Trigger
Polling
Try It
- Program
  Required
Trigger
Polling
Try It
- Client ID
  Required
Action
Write
- Program
- Client
Action
Write
- Client ID
  Required
Action
Write
- Email
  Required
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 moreLearn moreHelpHelp

Related categories

Scheduling & Booking

About upcoach

Upcoach is an online coaching platform you need to deliver exceptional programs, nurture client relationships, and manage your coaching business - all in one!

HelpHelp

Related categories

CRM (Customer Relationship Management)