Calendly + Wealthbox CRM
Add new no-show Calendly invitees to Wealthbox CRM as household members
When a scheduled meeting falls through in Calendly due to a no-show, ensure the incident doesn't get lost in the shuffle. With this automation, missed appointments prompt an update in your Wealthbox CRM, adding the invitee to a specific household. This way, you can keep track of recurring absences, and effectively manage your clients and their habits.
When a scheduled meeting falls through in Calendly due to a no-show, ensure the incident doesn't get lost in the shuffle. With this automation, missed appointments prompt an update in your Wealthbox CRM, adding the invitee to a specific household. This way, you can keep track of recurring absences, and effectively manage your clients and their habits.
- When this happens...Invitee No Show Created
Triggers when an invitee is marked as a no-show.
- automatically do this!Add Member to Household
Adds a new family member to a household.
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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
