Calendly + Decile Hub + Formatter by Zapier

Create pipeline prospects in Decile Hub from new Calendly events

When a new event is added to your Calendly, a pipeline prospect in Decile Hub will be created. This Zap will prioritize individual fields for first name and last name. If those fields are not setup and you have a single name field, the Zap will split the name into two parts upon the whitespace putting the first part into first name, and putting the second part into last name. The date of the scheduled event is added to the prospect note as "Meeting on YYYY-MM-DD."

When this happens...
Invitee CreatedTriggers when an invitee schedules an event.
TriggerInstant
automatically do this...
TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this...
UtilitiesVarious utilities like "choose value from list" or "look up in table" (with line-item support).
ActionWrite
then do this...
UtilitiesVarious utilities like "choose value from list" or "look up in table" (with line-item support).
ActionWrite
then do this...
Date / TimeWork with dates and times to change formatting or add/subtract time (with line-item support).
ActionWrite
then do this!
Create/Update PersonAdd or Update (by matching email) a Person in your Directory. If the Person does not exist, they will be created. If the Person does exist, they will be updated with the provided data.
ActionWrite

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Discover other triggers and actions you can use with Calendly, Formatter by Zapier, and more

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Event UUID
  Required
- Reason
Action
Write
- Event Type
  Required
- Start Time
  Required
- Invitee Email
  Required
- Invitee Full Name
- Invitee First Name
- Invitee Last Name
- Invitee Timezone
  Required
- Location Type
- Text Reminder Phone Number
- Event Guests
- Questions
- Answers
- Enable Invitee Tracking
Action
Write

Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search

- Search
  Required
Action
Search
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Middle Name
- Phone
- LinkedIn
- Tags
- Address - Street
- Address - City
- Address - State
- Address - Country
- Address - Zipcode
- Organization Name
Action
Write
- File
  Required
- Custom Name
- Description
Action
Write
- Name
  Required
- Website
- Description
- Note
- Custom Data Points
- Address - Street
- Address - City
- Address - State
- Address - Country
- Address - Zip Code
- Referred By - First Name
- Referred By - Middle Name
- Referred By - Last Name
- Referred By - Email
- Referred By - Phone
- First Name
- Middle Name
- Last Name
- Email
- Phone
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email
  Required
- Phone Number
- Linkedin URL
- Tags
- Note
- Custom Data Points
- Address - Street
- Address - City
- Address - State
- Address - Country
- Address - Zip Code
- Referred By - First Name
- Referred By - Middle Name
- Referred By - Last Name
- Referred By - Email
- Referred By - Phone
- Organization Name
Action
Write
- Name
  Required
- Website
- Description
- Note
- Custom Data Points
- Address - Street
- Address - City
- Address - State
- Address - Country
- Address - Zip Code
- Referred By - First Name
- Referred By - Middle Name
- Referred By - Last Name
- Referred By - Email
- Referred By - Phone
- First Name
- Middle Name
- Last Name
- Email
- Phone
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email
  Required
- Phone Number
- Linkedin URL
- Tags
- Note
- Custom Data Points
- Address - Street
- Address - City
- Address - State
- Address - Country
- Address - Zip Code
- Referred By - First Name
- Referred By - Middle Name
- Referred By - Last Name
- Referred By - Email
- Referred By - Phone
- Organization Name
Action
Write
- Event Title
- Event Date & Time
- Event Timezone
- Event Tagline
- Event Description
- Event Image URL
- Duration (minutes)
- Venue Name
- Venue Address
- Virtual Meeting Link
- Attendance Limit
- Access Type
- Published
- Shareable
- Enable Waiting List
Action
Write
- Prospect ID
  Required
- Stage ID
- Probability
- Rating
- Note
- Tags
- Custom Data Points
Action
Write

- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Routing Form
Trigger
Instant
Try It
- Event Name
  Required
- Host User
  Required
- Co-hosts
- Duration (in minutes)
  Required
- Time Zone
- Start Date
  Required
- End Date
  Required
- Location Kind
- Location
- Additional Location Info
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
Pipeline Prospect Changed
Triggers when a new pipeline_prospect is created.
Trigger
Instant
Try It
- Event Title
  Required
- Event Date & Time
  Required
- Event Timezone
  Required
- Event Tagline
- Event Description
- Event Image URL
- Duration (minutes)
- Venue Name
- Venue Address
- Virtual Meeting Link
- Attendance Limit
- Access Type
- Published
- Shareable
- Enable Waiting List
- Phone Number Setting
- Bottom Banner Header
- Bottom Banner Subtitle
Action
Write
- Folder Name
  Required
Action
Write
- Name
  Required
- Website
- Description
- Note
- Custom Data Points
- Probability
- Rating
- Tags
- Address - Street
- Address - City
- Address - State
- Address - Country
- Address - Zip Code
- Referred By - First Name
- Referred By - Middle Name
- Referred By - Last Name
- Referred By - Email
- Referred By - Phone
- Primary Contact - First Name
- Primary Contact - Middle Name
- Primary Contact - Last Name
- Primary Contact - Email
- Primary Contact - Phone
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email
  Required
- Phone Number
- Linkedin URL
- Note
- Custom Data Points
- Probability
- Rating
- Tags
- Address - Street
- Address - City
- Address - State
- Address - Country
- Address - Zip Code
- Referred By - First Name
- Referred By - Middle Name
- Referred By - Last Name
- Referred By - Email
- Referred By - Phone
- Organization Name
Action
Write
- Name
  Required
- Website
- Description
- Note
- Probability
- Rating
- Tags
- Custom Data Points
- Address - Street
- Address - City
- Address - State
- Address - Country
- Address - Zip Code
- Referred By - First Name
- Referred By - Middle Name
- Referred By - Last Name
- Referred By - Email
- Referred By - Phone
- Primary Contact - First Name
- Primary Contact - Middle Name
- Primary Contact - Last Name
- Primary Contact - Email
- Primary Contact - Phone
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email
  Required
- Phone Number
- Linkedin URL
- Note
- Custom Data Points
- Probability
- Rating
- Tags
- Address - Street
- Address - City
- Address - State
- Address - Country
- Address - Zip Code
- Referred By - First Name
- Referred By - Middle Name
- Referred By - Last Name
- Referred By - Email
- Referred By - Phone
- Organization Name
Action
Write
- Guest Email
  Required
- RSVP Status
  Required
Action
Write
- Event Title
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.

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Scheduling & Booking

About Decile Hub

Decile Hub is a comprehensive platform designed to streamline all of the many functions of venture capital.

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Related categories

Fundraising

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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