Calendly + upcoach
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 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 Created
Triggers when an invitee schedules an event
- automatically do this!Add a Client
Adds a Client to the organization.
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- 14 day trial for premium features & apps
Event Canceled
Triggers when an event is canceled.
Try ItFree Plan Copy
Webhook subscription scopeRequired
Event Type
Try ItRouting Form
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Free Plan Copy
Webhook subscription scopeRequired
Try ItFree Plan Copy
Webhook subscription scopeRequired
Try ItEvent UUIDRequired
Reason
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