1.Invitee created trigger
Integrate Calendly and scheduling data to detect new invitee details to capture name, email, phone, and questions.
Create intake lead and notify intake team instantly
Automatically monitor Calendly invitee creations across scheduling across intake and email tools. Send coordinator details when invitee created, appointment booked, or questions answeredβso you can format dates, create intake submissions, and notify intake coordinators without manual lead entry.
How this automation creates intake leads instantly
When invitee details are captured but not entered into intake systems, delays can derail follow-up timing. This automation formats appointment data, posts intake lead information, and emails coordinatorsβso your team can respond while intent is still high.
Calendlyor swap with your favorite app
2.Formats scheduled start time
Integrate Formatter by Zapier and timezone tools to convert the scheduled start to your preferred timezone to format the appointment date.
Formatter by Zapieror swap with your favorite app
3.Posts lead payload to intake
Integrate Webhooks by Zapier and API endpoints to send mapped fields to your intake endpoint to create the lead record.
Webhooks by Zapieror swap with your favorite app
4.Notifies intake coordinators
Integrate Email by Zapier and email distribution to send a formatted message to intake coordinators to notify them instantly.
Email by Zapieror swap with your favorite app
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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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