1.Detect invitee created
Integrate Calendly and event tracking fields to trigger payload mapping for booking source counts.
Update daily booking source counts for dashboard widgets
Automatically monitor invitee created events across Calendly and Google Sheets. Create and update when qualifying bookings land—so you can increment source counts, add missing dates, and refresh dashboard widgets without manual reporting.
How this automation keeps daily counts accurate
When invitee created triggers a booking but dashboard widgets stay stale, same-day reporting can mislead decisions. This automation filters qualifying bookings and updates Google Sheets rows and source counters—so your team can trust daily counts without manual spreadsheet edits.
Calendlyor swap with your favorite app
2.Filter qualifying bookings
Integrate Filter by Zapier and automation rules to continue only for configured event types.
Filter by Zapieror swap with your favorite app
3.Format booking timestamp to date
Integrate Formatter by Zapier and date formatting tools to map booking time to a DD.MM date value.
Formatter by Zapieror swap with your favorite app
4.Find or create date row
Integrate Google Sheets and sheet lookup tables to find the formatted date row or create a new one.
Google Sheetsor swap with your favorite app
5.Increment source counter
Integrate Formatter by Zapier and number math tools to add 1 to the matched source column value.
6.Update row with new count
Integrate Google Sheets and row update tooling to save the incremented source counter for the date row.
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Refresh dashboard reporting with automated data pulls, metric updates, and scheduled distribution
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