1.Invitee created
Integrate Calendly and scheduling details to map invitee fields, so you can log onboarding call inputs into your workflow.
Create onboarding call record and send reminder email
Automatically log onboarding call details across Calendly and Airtable when invitee created, event type qualifies, or scheduled start time approaches. Send outbound reminder emails when bookings match, so you can create call records, queue notes capture, and nudge follow-up without manual follow-up.
How this automation logs onboarding call records
When invitee created on Calendly, reminders can arrive late and teams may miss capturing meeting notes. This automation filters qualifying bookings and creates Airtable records and sends reminder emailsβso your team can capture notes and follow up.
Calendlyor swap with your favorite app
2.Filter onboarding event types
Integrate Filter by Zapier and conditional logic to continue only for configured onboarding event types, so you can target qualifying bookings.
Filter by Zapieror swap with your favorite app
3.Create call record
Integrate Airtable and CRM table templates to create a record and map contact and call fields, so you can store onboarding call notes.
Airtableor swap with your favorite app
4.Delay until meeting start
Integrate Delay by Zapier and time windows to pause until the scheduled start time, so you can send reminders near the meeting.
Delay by Zapieror swap with your favorite app
5.Send reminder email
Integrate Email by Zapier and outbound messaging to send a reminder with the record link placeholder, so you can prompt notes updates.
Email by Zapieror swap with your favorite app
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