Create new Wealthbox CRM tasks for every new Calendly invitee created
With this workflow, as soon as a new invitee is registered in Calendly, a task will be instantly created for them within Wealthbox CRM. This simplifies tracking your potential clients and ensures you're always ready for your scheduled appointments. No more manual task creation, let this process manage your client interactions with ease.
With this workflow, as soon as a new invitee is registered in Calendly, a task will be instantly created for them within Wealthbox CRM. This simplifies tracking your potential clients and ensures you're always ready for your scheduled appointments. No more manual task creation, let this process manage your client interactions with ease.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Task
Creates a new task.
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Webhook subscription scopeRequired
Try ItWebhook subscription scopeRequired
Try ItCancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
SearchRequired
Webhook subscription scopeRequired
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Mark Invitee as No Show
Marks a specific invitee as a no show.
New Comment
Triggers when a new comment is created.
Try It