Calendly + Moneybird
Create new contacts in Moneybird for newly created invitees in Calendly
Elevate your efficiency with this streamlined workflow. When a new invitee is added in Calendly, their information is instantaneously transferred to Moneybird, creating a new contact. This automation aids in maintaining a unified and updated client database in Moneybird, smoothly incorporating new contacts without the need for repetitive data entry. Stay organized, save time, and keep your focus on what truly matters - building strong client relationships.
Elevate your efficiency with this streamlined workflow. When a new invitee is added in Calendly, their information is instantaneously transferred to Moneybird, creating a new contact. This automation aids in maintaining a unified and updated client database in Moneybird, smoothly incorporating new contacts without the need for repetitive data entry. Stay organized, save time, and keep your focus on what truly matters - building strong client relationships.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Contact
Triggers when a new contact is created.
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