1.Catch new booking payload
Integrate Calendly and scheduling signals to catch booking payloads and trigger record creation.
Create session meeting from new client booking record
Automatically catch invitee created bookings across Calendly and Airtable. Create and update call records when invitee created, booking confirmed, or meeting scheduledβso you can centralize attendee details, normalize timestamps, and keep a searchable activity log without manual data entry.
How this automation creates searchable call records
When invitee created bookings arrive, missing call history slows outreach and reports fall out of date. This automation catches booking payloads and transforms fields and finds or creates call recordsβso your team can log activity instantlyβwithout manual data entry.
Calendlyor swap with your favorite app
2.Transform text and date fields
Integrate Formatter by Zapier and data formatting tools to split names and format scheduled start timestamps.
Formatter by Zapieror swap with your favorite app
3.Find or create call record
Integrate Airtable and CRM databases to find matching records or create new call records with mapped fields.
Airtableor swap with your favorite app
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Set up in minutes
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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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