Calendly + FIN Compliance

Create calendar tasks in FIN Compliance for new Calendly invitees

Effortlessly manage your calendar tasks with this workflow that connects Calendly with FIN Compliance. When a new invitee is created in Calendly, a calendar task will be instantly added in the FIN Compliance app. This integration saves time and improves organization by seamlessly handling appointments in one straightforward process.

Effortlessly manage your calendar tasks with this workflow that connects Calendly with FIN Compliance. When a new invitee is created in Calendly, a calendar task will be instantly added in the FIN Compliance app. This integration saves time and improves organization by seamlessly handling appointments in one straightforward process.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    FIN ComplianceFIN Compliance
    Create Calendar Task

    Creates a new (blue) task in your FIN Compliance calendar

    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
fin-compliance logo
fin-compliance logo

About FIN Compliance

FIN Compliance is a consortium of compliance, consulting, and business management solutions to help investment firms to structure, maintain, and develop their regulatory review programs.

Related categories

  • Project Management