Calendly + Ortto
Create custom activities in Ortto when invitees cancel in Calendly
Manage your schedule more efficiently and keep track of your activities dynamically with this workflow. When an invitee cancels through Calendly, it immediately drives the creation of a custom activity in Ortto. This process not only mitigates the possibility of overlooking significant occurrences, but it also streamlines your workflow to increase productivity.
Manage your schedule more efficiently and keep track of your activities dynamically with this workflow. When an invitee cancels through Calendly, it immediately drives the creation of a custom activity in Ortto. This process not only mitigates the possibility of overlooking significant occurrences, but it also streamlines your workflow to increase productivity.
- When this happens...Invitee Canceled
Triggers when an invitee cancels a scheduled event.
- automatically do this!Create Custom Activity
Create a custom Activity for a person, optionally create a new record beforehand.
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