Calendly + Wealthbox CRM
Manage canceled Calendly invitees by creating tasks in Wealthbox CRM
Manage your workflow efficiently with this automated process. When an invitee cancels a meeting in Calendly, a new task will be created in Wealthbox CRM, keeping your tasks updated. This process ensures that every cancellation is followed up in your customer relationship management, aiding you in maintaining a systematic approach to your client interactions.
Manage your workflow efficiently with this automated process. When an invitee cancels a meeting in Calendly, a new task will be created in Wealthbox CRM, keeping your tasks updated. This process ensures that every cancellation is followed up in your customer relationship management, aiding you in maintaining a systematic approach to your client interactions.
- When this happens...Invitee Canceled
Triggers when an invitee cancels a scheduled event.
- automatically do this!Create Task
Creates a new task.
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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
