Calendly + NextAgency

Create NextAgency tasks for new Calendly invitees

A invitee in Calendly will create a new task in NextAgency. This can help organize meetings/events with clients into their specific case records.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Create Task
Will create task in nextagency.
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
Create Ticket
Triggers when new ticket is created.
Trigger
Instant
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- TitleRequired
- Stage
- Priority
- Location
- Assigned To
- Case NameRequired
- Due Date
- Body
- Tags
- Task Type
Action
Write
- Submitted AtRequired
- All ResponsesRequired
- Form NameRequired
- Form IdRequired
Action
Write

- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
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- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
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- Event UUIDRequired
- Reason
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUIDRequired
Action
Search
Create Case
Triggers when a new case is created.
Trigger
Instant
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- NameRequired
- Last Name
- Contact First Name
- Contact Last Name
- EmailRequired
- Phone NumberRequired
- Lead Source
- Market SegmentRequired
- Custom Fields
Action
Write
- All ResponsesRequired
- Submitted AtRequired
- Form Id
- Form NameRequired
Action
Write
- All ResponsesRequired
- Submitted AtRequired
- Form IdRequired
- Form NameRequired
Action
Write

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