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Calendly + Cash Flow Portal

Calendly + Cash Flow Portal integrations

Create Cash Flow Portal contacts when new events are scheduled in Calendly

When a new event is scheduled in Calendly, this integration will automatically create a contact in Cash Flow Portal using the invitee's name, email, and optionally phone number. If a contact already exists with that email address, new information will be added but existing information will not be replaced.

When this happens...
Invitee Created or RescheduledTriggers when an invitee schedules or reschedules an event.
TriggerInstant
automatically do this!
Create or Update ContactTriggers when a contact is recently created or updated.
ActionWrite

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More things you can do with Calendly and Cash Flow Portal

Discover other triggers and actions you can use with Calendly and Cash Flow Portal

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It

- Routing Form
Trigger
Instant
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- 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

- 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
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
- Name
- Email
- Email Is Primary
- Phone Number
- Timezone
- Job Title
- Company
- Country
- State
- City
- LinkedIn
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Event UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Search
  Required
Action
Search
- Company portal
Trigger
Instant
Try It
- Company portal
Trigger
Instant
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- Company portal
Trigger
Polling
Try It
- Company portal
Trigger
Instant
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- Contact ID
- Email address
- Company portal
- First name
- Last name
- Contact owners
- Add tags
- Remove tags
- Note
- Secondary email address
- Phone number
- Accreditation status
- Show offerings
- Marketing subscription
- SMS consent
- Street address line 1
- Street address line 2
- City
- State/Province
- Zip/Postal code
- Country
- UTM source
- UTM medium
- UTM campaign
- UTM term
- UTM content
- UTM captured at
Action
Write
- Email address
  Required
- Company portal
Action
Search

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
Event Canceled
Triggers when an event is canceled.
Trigger
Polling
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
- Invitee type
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Event UUID
  Required
- Reason
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Name
  Required
- Email
  Required
- Email Is Primary
- Phone Number
- Timezone
- Job Title
- Company
- Country
- State
- City
- LinkedIn
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
Action
Search
- Invitee Email
  Required
- Scope
  Required
- Event Type
- Event Status
- Sort Order
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Sort
- Email
- Phone Number
- Timezone
- Name
- Job Title
- Company
- Country
- State
- City
Action
Search
- Company portal
Trigger
Instant
Try It
- Company portal
Trigger
Instant
Try It
- Company portal
Trigger
Instant
Try It
- Company portal
- Contact ID
- Email address
- Meeting title
  Required
- Start time
  Required
- Duration
  Required
- Outcome
- Company members
- Note
- Meeting reminder
Action
Write
- Phone number
  Required
- Company portal
Action
Search
- Contact ID
  Required
- Company portal
Action
Search

About Calendly

Calendly connects the entire meeting workflow — scheduling, payments, meeting notes, contacts, and more — and handles the work before, during, and after meetings.

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Related categories

Scheduling & Booking

About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Related Zap Templates

Create or update contacts in Cash Flow Portal when new invitees are created in Calendly

Related Zap Templates

Create or update contacts in Cash Flow Portal when new invitees are created in Calendly