Calendly + FieldPulse

Create new FieldPulse customers from newly created Calendly invitees

Streamline your customer management process with this workflow. When a new invitee is added in Calendly, it instantly creates a new customer profile in FieldPulse. This way, you never miss out on adding a potential client to your database and can provide timely service. Make your customer management swift and efficient with this seamless connection between Calendly and FieldPulse.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Create Customer
Trigger when a new customer is added.
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
- StatusRequired
Trigger
Instant
Try It

- Page
Trigger
Instant
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Last Updated Contact
Trigger when a contact is updated.
Trigger
Instant
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- Job ID
- File pathRequired
- File nameRequired
Action
Write
- Customer IdRequired
- Job TitleRequired
- Start timeRequired
- End timeRequired
- Notes
- Location Id
- Address
- City
- State
- Zip Code
Action
Write
- Search Value
Action
Search
- Search by text
- Job ID
- Customer ID
- Project ID
- Project Name
- Job Start Date
- Job End Date
Action
Search
- Search Value
- First NameRequired
- Last Name
- Email
- Phone
- Address
- City
- State
- Zip Code
- Notes
Action
Search or write

- 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
New Customer
Trigger when a new customer is added.
Trigger
Instant
Try It
- WorkflowRequired
- StatusRequired
Trigger
Instant
Try It
Last Created Contact
Trigger when a new contact is added.
Trigger
Instant
Try It
- Customer Id
- FileRequired
- FilenameRequired
Action
Write
- First NameRequired
- Last Name
- Email
- Phone
- Address
- City
- State
- Zip Code
- Notes
Action
Write
- First NameRequired
- Last Name
- Email
- Phone
- City
- State
- Zip Code
- Address
- Notes
- Job Notes
Action
Write
- Search by text
- Job ID
- Customer ID
- Project ID
- Project Name
- Job Start Date
- Job End Date
Action
Search
- Search by text
- Customer ID
- Project ID
- Project Name
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 FieldPulse

FieldPulse is a field service platform that helps service businesses run operations, manage teams, and grow - all in one place, on any device.

Related categories

CRM (Customer Relationship Management)

Calendly + FieldPulse

Create new FieldPulse customers from newly created Calendly invitees

Supported triggers and actions

Event Canceled

Invitee Created

New Routing Form Submission

Create One-Off Meeting

Cancel Scheduled Event

Find User

Get Customer Pipeline Statuses

Last 48hrs Updated Contacts

Last Updated Contact

Attach Job File

Create Job

Search Customer

Search Jobs

Find or Create a Customer

Invitee Canceled

Invitee No Show Created

Cancel an Event

Mark Invitee as No Show

Find Event

New Customer

Get Job Workflow Statuses

Last Created Contact

Attach Customer File

Create Customer

Create Lead

Search Job

Search Projects

About Calendly

Related categories

About FieldPulse

Related categories