Calendly + Shape

Create new records in Shape for every new invitee created in Calendly

When a new invitee is created in Calendly, let this workflow streamline your process by creating a new record in Shape. This automation lets you instantly translate your planned meetings into actionable data, saving you precious administrative time. Utilize this workflow and focus on preparing your meetings instead of managing data.

When a new invitee is created in Calendly, let this workflow streamline your process by creating a new record in Shape. This automation lets you instantly translate your planned meetings into actionable data, saving you precious administrative time. Utilize this workflow and focus on preparing your meetings instead of managing data.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    ShapeShape
    Create Record

    Create a new record within the CRM

    ActionWrite
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Supported triggers and actions

    • 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
  • Calendly triggers, actions, and search

    Mark Invitee as No Show

    Marks a specific invitee as a no show.

    Action
    Write
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calendly logo

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
shape logo
shape logo

About Shape

Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.

Related categories

  • CRM (Customer Relationship Management)

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