Calendly + Canopy
Create new Canopy clients from new Calendly invitees
Manage your schedule more efficiently with this workflow that integrates Calendly and Canopy. When a new invitee books an event through Calendly, it triggers an immediate creation of a new individual client in Canopy. This seamless process makes client creation an effortless task and saves you from any calendar hassles. Boost your productivity and client coordination in a simple, coordinated procedure.
Manage your schedule more efficiently with this workflow that integrates Calendly and Canopy. When a new invitee books an event through Calendly, it triggers an immediate creation of a new individual client in Canopy. This seamless process makes client creation an effortless task and saves you from any calendar hassles. Boost your productivity and client coordination in a simple, coordinated procedure.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Individual Client
Creates a new individual client.
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Event Canceled
Triggers when an event is canceled.
Try ItFree Plan Copy
Webhook subscription scopeRequired
Event Type
Try ItRouting Form
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Free Plan Copy
Webhook subscription scopeRequired
Try ItFree Plan Copy
Webhook subscription scopeRequired
Try ItEvent UUIDRequired
Reason
Event TypeRequired
Start TimeRequired
Invitee EmailRequired
Invitee Full Name
Invitee First Name
Invitee Last Name
Invitee TimezoneRequired
Location Type
Text Reminder Phone Number
Event Guests
Questions
Answers
Enable Invitee Tracking