Calendly + Nudge Coach

Invite clients to Nudge Coach from new Calendly events

You want your new client set up in the app in advance of your initial coaching session. With this template, when a new client books an initial coaching session on Calendly, you'll automatically send them an email invite to connect with you via the Nudge app. This will help streamline your onboarding workflow and create a smooth client experience.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Invite Clients
Invites clients to connect to my coach account
ActionWrite

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Supported triggers and actions

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Trigger
Instant
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- Routing Form
Trigger
Instant
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- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write

- SearchRequired
Action
Search
- CompanyRequired
Trigger
Instant
Try It

User Finished a Program
Triggers when a user receives their last day of program cards
Trigger
Instant
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- User Id(s)Required
- Group Id(s)Required
Action
Write
- User IdRequired
- Sequence IdRequired
Action
Write
- CompanyRequired
- EmailsRequired
Action
Write
- Company IdRequired
- Coach Id(s)Required
- User Id(s)Required
Action
Write
- Company IdRequired
- User IdRequired
Action
Write
- Sequence NameRequired
Action
Search

- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Event UUIDRequired
- Reason
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUIDRequired
Action
Search
User Added to My Coach Account
Triggers when a user is added to my coach account.
Trigger
Instant
Try It
- Group Type
- GroupRequired
Trigger
Instant
Try It
- Company IdRequired
- User Id(s)Required
- Coach Id(s)Required
Action
Write
- User IdRequired
- Card IdRequired
- Notification
- Notification TimeRequired
Action
Write
- EmailsRequired
Action
Write
- Group Type
- GroupRequired
- EmailsRequired
Action
Write
- User Id(s)Required
- Group Id(s)Required
Action
Write
- Card NameRequired
Action
Search
- EmailRequired
Action
Search

About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Learn more

Related categories

Scheduling & Booking

About Nudge Coach

Nudge Coach is a customizable online coaching platform that helps you build relationships and keep clients on track for better health.

Related categories

Fitness

Calendly + Nudge Coach

Invite clients to Nudge Coach from new Calendly events

Supported triggers and actions

Event Canceled

Invitee Created

New Routing Form Submission

Create One-Off Meeting

Cancel Scheduled Event

Find User

User Added to Company

User Finished a Program

Add Users to Group

Assign a Sequence to a User

Invite Clients to Company

Remove Users From Coach

Remove User From Company

Find Sequence

Invitee Canceled

Invitee No Show Created

Cancel an Event

Mark Invitee as No Show

Find Event

User Added to My Coach Account

User Added to Group

Add Users to Coach

Assign a One Time Card to a User

Invite Clients

Invite Clients to Group

Remove Users From Group

Find Card

Find User

About Calendly

Related categories

About Nudge Coach

Related categories