1.Receive invitee cancellation
Integrate Calendly and webhook delivery to capture invitee URI and cancellation details for CRM activity logging.
Update CRM activity and schedule record on cancellation
Automatically monitor invitee cancellations across Calendly and scheduling tools. Create and update matched CRM records and activity notes when invitee canceled, cancellation webhook received, or attendee cancellation timestamp capturedβso you can update status, notify coordinators, and document next steps without manual coordination.
How this automation updates your cancellation follow-up
When invitee cancellation happens, coordinators can miss status changes and lose context for follow-up. This automation finds the scheduling record, updates it to Cancelled, formats the cancellation date, and updates the linked Redtail CRM activityβso your team can act fast.
Calendlyor swap with your favorite app
2.Find matching scheduling record
Integrate Zapier Tables and database lookup tools to search the scheduling table by invitee URI and return the record ID.
Zapier Tablesor swap with your favorite app
3.Update scheduling record to Cancelled
Integrate Zapier Tables and record update tools to set status to Cancelled and map owner, guest, and scheduled times.
4.Format cancellation date for notes
Integrate Formatter by Zapier and date formatting tools to convert the cancellation timestamp to MM-DD-YYYY for CRM notes.
Formatter by Zapieror swap with your favorite app
5.Update linked CRM activity
Integrate Redtail CRM and CRM activity tracking to update the linked activity with a cancellation subject and follow-up mark.
Redtail CRMor swap with your favorite app
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