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Calendly + Vitally

Create Vitally tasks for new Calendly bookings

When a user books a meeting on your Calendly calendar, create a task in Vitally to prepare. This can help members of your Customer Success team find the relevant data in Vitally before an important meeting while centralizing their customer-related tasks. Customize the task description with additional data from Vitally to help meeting prep move even more quickly!

When a user books a meeting on your Calendly calendar, create a task in Vitally to prepare. This can help members of your Customer Success team find the relevant data in Vitally before an important meeting while centralizing their customer-related tasks. Customize the task description with additional data from Vitally to help meeting prep move even more quickly!

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this...
    VitallyVitally
    Find a User

    Finds a user by id (vitally or external), name, or email

    ActionSearch
  3. then do this!
    VitallyVitally
    Create Task

    Creates a Task in Vitally

    ActionWrite
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Supported triggers and actions

What does this mean?
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calendly logo

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.
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Related categories

  • Scheduling & Booking
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vitally logo

About Vitally

Vitally is a customer success platform for high-growth B2B SaaS teams.

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