1.Detect invitee created booking
Integrate Calendly and scheduling details to capture invitee name, email, phone, scheduled time, meeting link, and answers for interview creation.
When invitee created bookings land in Calendly, delays can leave candidates without meeting details and coordinators without context. This automation formats scheduled details, sends attendee confirmations, and creates or updates interview itemsβso your team can confirm faster.
Integrate Calendly and scheduling details to capture invitee name, email, phone, scheduled time, meeting link, and answers for interview creation.
Integrate Formatter by Zapier and data cleanup tools to format scheduled time into a human datetime and normalize phone numbers.
Integrate Gmail and email templating to send a confirmation with greeting, formatted datetime, meeting link, prep instructions, and reply-to.
Integrate monday.com and CRM-style searching to search boards by formatted phone number or fallback to email when phone is missing.
Integrate monday.com and workflow updates to create or update the interview item with mapped fields including title, email, date, link, and answer summary.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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