Calendly + YNAB
Create transactions in You Need A Budget for new invitees created in Calendly
Every time a new invitee is set up in Calendly, this workflow generates a corresponding record in You Need A Budget. By instantly establishing an associated financial record for each fresh appointment, this process ensures your budgeting remains efficient, precise, and consistently updated to match your schedule. This strategic automation streamlines your financial management by merging your scheduling and budgeting processes effectively.
Every time a new invitee is set up in Calendly, this workflow generates a corresponding record in You Need A Budget. By instantly establishing an associated financial record for each fresh appointment, this process ensures your budgeting remains efficient, precise, and consistently updated to match your schedule. This strategic automation streamlines your financial management by merging your scheduling and budgeting processes effectively.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Transaction
Creates a new transaction.
- Free forever for core features
- 14 day trial for premium features & apps
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