Calendly + Wealthbox CRM

Create Wealthbox CRM workflows for new Calendly invitees to streamline appointment management

Effortlessly manage new appointments in your Wealthbox CRM with this seamless integration between Calendly and Wealthbox. When an Invitee is created in your Calendly account, this automation triggers a workflow in Wealthbox, ensuring prompt event updates and enhanced organization. Save time and stay on top of your schedule with this convenient solution.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
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Start Workflow
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
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Supported triggers and actions

What does this mean?

- Webhook subscription scopeRequired
Trigger
Instant
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- Webhook subscription scopeRequired
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Instant
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Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- SearchRequired
Action
Search
New Contact
Triggers when a new contact is created.
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Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
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Instant
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New Task
Triggers when a new task is created.
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Instant
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Workflow Step Complete
Triggers when an existing workflow step is completed.
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Instant
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- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write
- Related Contact
- Type
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search

- Webhook subscription scopeRequired
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Instant
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- 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
New Comment
Triggers when a new comment is created.
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
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Instant
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New Workflow
Triggers when a new workflow is created.
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Instant
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- HouseholdRequired
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- NameRequired
- Due DateRequired
- Description
- Assignment TypeRequired
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or 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 Help

Related categories

Scheduling & Booking

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Calendly + Wealthbox CRM

Create Wealthbox CRM workflows for new Calendly invitees to streamline appointment management

Invitee Canceled

Invitee No Show Created

Cancel Scheduled Event

Find User

New Contact

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Phone Number Type

Primary Phone Number

Phone Number

Email Type

Primary Email Address

Email Address

Street Address Type

Street Address Line 1

Street Address Line 2

City

Zip Code

State

Country

Primary Street Address

First Name

Last Name

Prefix

Middle Name

Suffix

Nickname

Job Title

Twitter Handle

Company

Background Information

Birthdate

Website URL

Primary Website

Gender

Contact Source

Marital Status

Birthplace

Maiden Name

Tags

Note

Contact Type

Assigned To

Referred By

Create Note

Related Contact

Type

Tags

Create Project

Organizer

Create Household

Tags

Email Address

Email Type

Primary Email

Find Contact

Email Address

Name

Phone Number

Id

Type

Invitee Created

Create One-Off Meeting

Co-hosts

Time Zone

Location Kind

Location

Additional Location Info

Mark Invitee as No Show

New Comment

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household