1.Captures invitee created attributes
Integrate Calendly and calendar data tools to capture invitee attributes and scheduled start for meeting prep.
Create client records and tasks from booked meetings
Automatically capture invitee created details across Calendly and CRM tools. Create and update client records and tasks across Airtable, Wealthbox CRM, Google Drive, Mailchimp, Quo, and Slackβso you can prep advisors and follow up without manual data entry, routing, or meeting paperwork.
How this automation accelerates client onboarding
When new discovery meetings get booked, advisors can miss key context and follow-up timing. This automation captures invitee details, formats dates, creates people and household records, and updates your CRM with tasks and prep notificationsβso your team can prep on time.
Calendlyor swap with your favorite app
2.Formats meeting date and due-date
Integrate Formatter by Zapier and date parsing tools to convert scheduled start into readable meeting date and task due date.
Formatter by Zapieror swap with your favorite app
3.Finds or creates people and household
Integrate Airtable and CRM data modeling tools to find or create People and Household records by invitee email.
Airtableor swap with your favorite app
4.Creates client folder structure
Integrate Google Drive and file organization tools to create a folder and subfolders for meeting notes and billing.
Google Driveor swap with your favorite app
5.Creates or updates contact and task
Integrate Wealthbox CRM and CRM task tools to create or update contact and set a follow-up task due date.
Wealthbox CRMor swap with your favorite app
6.Adds or updates subscriber tag
Integrate Mailchimp and audience tools to add or update a subscriber and apply the Discovery Call tag.
Mailchimpor 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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