1.Monitor invitee created
Integrate Calendly and calendar scheduling tools to capture invitee created booking payloads for routing follow-up tasks.
Create follow-up tasks and notify team for bookings
Automatically capture invitee created bookings across Calendly, Formatter by Zapier, Close, and Slack. Create tasks and notify your team when invitee created, invitee email matched, or scheduled start recordedβso you can prep clients, upload recordings, and keep work moving without manual follow-up.
How this automation accelerates booking follow-up
When an invitee booking sits without tasks, client prep and recording handoffs can get delayed. This automation captures booking details, creates pre and post tasks, and posts Slack alertsβso your team can follow through without chasing updates.
Calendlyor swap with your favorite app
2.Formats scheduled start time
Integrate Formatter by Zapier and date parsing tools to convert scheduled start into a readable local timestamp.
Formatter by Zapieror swap with your favorite app
3.Find or create lead record
Integrate Close and CRM lead lookup tools to search by invitee email and create a lead if missing.
Closeor swap with your favorite app
4.Creates pre and post tasks
Integrate Close and task automation tools to create pre-call and upload tasks with relative due dates.
5.Send channel booking alert
Integrate Slack and team notifications to post the invitee name and formatted start time to your channel.
Slackor swap with your favorite app
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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