Calendly + Usherpa

Create and import new Calendly invitees as contacts in Usherpa

Create a seamless workflow between Calendly and Usherpa with this automation. As soon as a new invitee is created in Calendly, their contact information is instantly imported into Usherpa, saving you time and ensuring all your contacts are in one place. Stay organized and boost your productivity with this practical automation solution.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Import Contact
Creates a new Contact
ActionWrite

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Supported triggers and actions

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
Try It
- Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Trigger
Instant
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- Routing Form
Trigger
Instant
Try It
- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write

- Event UUIDRequired
Action
Search
Export Usherpa Contacts
Export new or updated loans from Usherpa
Trigger
Polling
Try It

- Contact Type
- Marketing Package
- First NameRequired
- Middle Name
- Last NameRequired
- Nick Name
- Display Name
- Salutation
- Email
- Address
- City
- State
- Postal Code
- Home Phone
- Mobile Phone
- Work Phone
- Employer
- Birthday
- Title
- Group Name
- Referral Source
- Website
- Fico Score
- Favorite Things
- Own Current Residence
- Contact Preference
- Language
- License Number
- Additional Contact First Name
- Additional Contact Middle Name
- Additional Contact Last Name
- Additional Contact Salutation
- Additional Contact Nick Name
- Additional Contact Email
- Additional Contact Address
- Additional Contact City
- Additional Contact State
- Additional Contact Postal Code
- Additional Contact Home Phone
- Additional Contact Work Phone
- Additional Contact Mobile Phone
- Additional Contact Employer
- Additional Contact Title
- Additional Contact Birthday
- Additional Contact Website
- Additional Contact Fico Score
- Additional Contact Favorite Things
- Additional Contact Own Current Residence
- Additional Contact Contact Preference
- Additional Contact Language
- Additional Contact Licnese Number
Action
Write

- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Event UUIDRequired
- Reason
Action
Write
- 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
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- SearchRequired
Action
Search
Export Usherpa Loans
Export new or updated loans from Usherpa.
Trigger
Polling
Try It
- Loan IdentifierRequired
- Loan Officer EmailRequired
- Borrower First Name
- Borrower Middle Name
- Borrower Last NameRequired
- Borrower Salutation
- Borrower Nick Name
- Borrower Mobile Phone
- Borrower Work Phone
- Borrower Home Phone
- Borrower Email
- Borrower Best Way To Contact
- Borrower Mailing Address
- Borrower Mailing City
- Borrower Mailing State
- Borrower Mailing Postal Code
- Borrower Company Name
- Borrower Fico Score
- Borrower Job Title
- Borrower Birthday
- Co-Borrower First Name
- Co-Borrower Middle Name
- Co-Borrower Last Name
- Co-Borrower Salutation
- Co-Borrower Nick Name
- Co-Borrower Mobile Phone
- Co-Borrower Home Phone
- Co-Borrower Work Phone
- Co-Borrower Email
- Co-Borrower Best Way To Contact
- Co-Borrower Fico Score
- Co-Borrower Birth Day
- Display Name
- Group Name
- Loan Notes
- Language
- Own Primary Residence
- Referrer Name
- Actual Close Date
- Application Date
- Appraisal Ordered Date
- Appraisal Received Date
- Approval Date
- Cancellation Date
- CD Sent Date
- CD Receipt Date
- Cleared to Close Date
- Construction Close Date
- Credit Pulled Date
- Decision Date
- Denied Date
- Docs To Escrow Title Date
- Estimated Close Date
- First Payment Due Date
- Lock Date
- Lock Expiration Date
- Loan In Process Date
- Loan Modified Date
- Servicing Next Payment Due Date
- Signed Date
- Sold Date
- Submitted To Underwriting Date
- Appraised Value
- Association Dues
- CLTV
- Documentation Type
- Hazard Insurance
- Is In Flood Zone
- Lien Position
- Loan Status
- Loan ARM Index
- Loan ARM Margin
- Loan Interest Rate
- Loan Amount
- Loan Number
- Loan Product
- Loan Type
- Loan LTV
- Loan Monthly Payment
- Loan Purpose
- Loan Term
- Occupancy
- PMI
- Property Taxes
- Purchase Price
- Total Down Payment
- Total Loan Amount
- Total Monthly Payment
- Secondary Loan ARM Margin
- Secondary Loan ARM Index
- Secondary Loan Interest Rate
- Secondary Loan Amount
- Secondary Loan Number
- Secondary Loan Product
- Secondary Loan Type
- Secondary Loan LTV
- Secondary Loan Monthly Payment
- Property Street Address
- Property City
- Property County
- Property State
- Property Postal Code
- Escrow Company Name
- Escrow Street Address
- Escrow City
- Escrow State
- Escrow Postal Code
- Escrow Phone Number
- Escrow Fax Number
- Escrow No.
- Title Attn
- Buyer Agent Name
- Buyer Agent Company
- Buyer Agent Title
- Buyer Agent License No.
- Buyer Agent Email
- Buyer Agent Mobile Phone Number
- Buyer Agent Work Phone Number
- Buyer Agent Fax Number
- Buyer Agent Street Address
- Buyer Agent City
- Buyer Agent State
- Buyer Agent Postal Code
- Listing Agent Name
- Listing Agent Company
- Listing Agent Title
- Listing Agent License No.
- Listing Agent Email
- Listing Agent Mobile Phone Number
- Listing Agent Work Phone Number
- Listing Agent Fax Number
- Listing Agent Street Address
- Listing Agent City
- Listing Agent State
- Listing Agent Postal Code
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