1.Captures booking payload
Integrate Calendly, meeting fields, and scheduling data to map booking payloads to intake notes.
Create client intake task from new meeting booking
Automatically capture meeting booking payloads across Calendly and task management apps. Create and update client intake records and drafts when meetings match your intake event type, invitee created, or meeting type matchesβso you can assign ownership, request documents, and brief staff without manual intake setup.
How this automation accelerates your client intake
When an invitee is created in Calendly, intake details can stall and clients may wait for next steps. This automation formats booking data, creates records, and drafts staff and client emailsβso your team can route intake instantly.
Calendlyor swap with your favorite app
2.Formats intake details
Integrate Formatter by Zapier and data transformation tools to format start time, location phone, and names.
Formatter by Zapieror swap with your favorite app
3.Finds or creates contact
Integrate Microsoft Outlook and contact management to find by email or create a new contact record.
Microsoft Outlookor swap with your favorite app
4.Creates Trello intake card
Integrate Trello and task boards to create an intake card, assign the owner, and place it at the top.
Trelloor swap with your favorite app
5.Creates client folder and file request
Integrate Dropbox and document request workflows to create a client folder and open a file request for uploads.
Dropboxor swap with your favorite app
6.Drafts staff and client emails
Integrate Microsoft Outlook and email drafting to create two drafts with the Trello link and upload checklist.
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Accelerate work distribution with automated request intake, owner assignment, and priority routing
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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