iFOLIO Cloud + Calendly Integrations
How to connect iFOLIO Cloud + Calendly
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Send iFOLIO Cloud digital business cards to new Calendly invitees
Send iFOLIO Cloud digital business cards to new Calendly inviteesSend iFOLIOs when new invitees are created in Calendly
Send iFOLIOs when new invitees are created in Calendly
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User EmailRequired
The email address to specify which user's digital business card you'd like to send
Contact Name
If not provided, the fallback value is 'Hi'
Contact Email Address
Either Email Address or Phone is required to send. If both are provided, MMS and email will be sent
Contact Phone Number
Phone should be in international format +11111111111, 1 (111) 111-1111 are both accepted
Contact Company
Message Type
Select whether to use the user's default signature in iFOLIO or to create a custom signature here
Signature Type
Select whether to use the user's default signature in iFOLIO or to create a custom signature here
Notify When Viewed
UserRequired
This is the user that connects to the iFOLIO you want to search for
Ifolio NameRequired
This is the name of the Ifolio connected to the user
Invitee Canceled
Triggers when an invitee cancels a scheduled event.
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UserRequired
This is the user that connects to the iFOLIO you want to send
iFOLIO IDRequired
This is the iFOLIO you want to send
Contact Name
If not provided, the fallback value is 'Hi'
Contact Email Address
Either Email Address or Phone is required to send. If both are provided, MMS and email will be sent
Contact Phone Number
Phone should be in international format +11111111111, 1 (111) 111-1111 are both accepted
Contact Company
Message Type
Select whether to use the user's default signature in iFOLIO, to create a custom signature here, or to search for a saved template
Signature Type
Select whether to use the user's default signature in iFOLIO or to create a custom signature here
Notify When Viewed
EmailRequired
Find the User with this email.
Invitee Created
Triggers when an invitee schedules an event.
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How iFOLIO Cloud + Calendly Integrations Work
- Step 1: Authenticate iFOLIO Cloud and Calendly.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Calendly Tutorials
About iFOLIO Cloud
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