1.Monitors invitee cancellation
Integrate Calendly and trigger on cancellation to catch invitee data for downstream updates.
Update contact status on canceled bookings
Automatically detect invitee cancellations across Calendly and umsatz.io. Create canceled-status updates and move deals to a configured canceled stage when invitee cancellations, true cancellation checks, or configured event types matchβso you can update contact status, advance deal stages, and keep campaign lists accurate without manual list cleanup.
How this automation keeps canceled booking records accurate
When invitee cancellations are not filtered and recorded correctly, lists get polluted and campaigns send out stale booking info. This automation catches cancellations and updates contact and deal stagesβso your team can keep outreach targeted without manual cleanup.
Calendlyor swap with your favorite app
2.Filters true cancellations
Integrate Filter by Zapier and continue only when cancellations are true to prevent reschedule events from updating records.
Filter by Zapieror swap with your favorite app
3.Loops through linked deals
Integrate Looping by Zapier and iterate associated deals to prepare each deal update.
Looping by Zapieror swap with your favorite app
4.Finds contact by email
Integrate umsatz.io and match invitee email to locate the contact record to update status safely.
umsatz.ioor swap with your favorite app
5.Updates contact and deal
Integrate umsatz.io and update contact status and move deals to the configured canceled stage.
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