1.Catches new invitee events
Integrate Calendly and scheduling data to catch new invitee events and pull booking and tracking values into workflow variables.
When invitees are created in Calendly, booking details can sit untracked and slow KPI reporting. This automation catches invitee events and formats fields, splits names, and creates a Google Sheets rowβso your team can update KPIs without spreadsheet copy-paste.
Integrate Calendly and scheduling data to catch new invitee events and pull booking and tracking values into workflow variables.
Integrate Formatter by Zapier and date utilities to format the scheduled start and created timestamp for KPI-ready date fields.
Integrate Formatter by Zapier and name parsing tools to split invitee name into first and last parts for KPI columns.
Integrate Google Sheets and spreadsheet reporting to create a new row with dates, name parts, email, and tracking parameters.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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