Calendly + Relate

Create new Relate orgs, contacts, deals, and notes when new Calendly invitees are created

With this workflow, as soon as a new invitee is created in Calendly, it triggers a process in Relate. The automation will create an organization, contact, deal, and note in Relate. This seamless process ensures every new appointment in Calendly is accurately registered in Relate without any manual intervention, greatly enhancing your productivity and data management.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Create Org & Contact & Deal & Note
Create new organization, contact, deal and note
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
Contact Deleted
Triggers when a contact is deleted. Return contact data with custom fields.
Trigger
Instant
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Deal Created
Triggers when a new deal is created. Return deal data with custom fields.
Trigger
Instant
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Deal Updated
Triggers when a deal is updated. Return deal data with custom fields.
Trigger
Instant
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Entry Deleted
Triggers when a entry is deleted. Return contact data with fields.
Trigger
Instant
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Organization Created
Triggers when a new organization is created. Return organization data with custom fields.
Trigger
Instant
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Note Created
Triggers when a new note is created. Return note data with custom fields of related lead.
Trigger
Instant
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Pipeline Stage Updated
Triggers when a pipeline stage is updated. Return deal data with custom fields.
Trigger
Instant
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- List IDRequired
- Contact IDRequired
- StatusRequired
- Assignee
- One Time ValueRequired
- Recurring ValueRequired
- Recurring Value PeriodRequired
Action
Write
- List IDRequired
- Organization IDRequired
- Contact ID
- StatusRequired
- Assignee
- One Time ValueRequired
- Recurring ValueRequired
- Recurring Value PeriodRequired
Action
Write
- OrganizationRequired
- Pipeline Stage
- Pipeline Name
- Pipeline Stage Name
- Prospect Status
- Prospect Status Name
- Deal ValueRequired
- Deal Value PeriodRequired
- Contact
- Deal Assignee
- Deal Assignee Email
- Deal Note
Action
Write
- Organization NameRequired
- Organization Website
- Organization Description
- Organization Assignee
Action
Write
- Organization
- Contact
- Name
- New Name
- New Title
- Email
- New Email
- Phone
- New Phone
Action
Write
- DealRequired
- New Contact
- New Deal Assignee
- New Deal Assignee Email
- New Pipeline Stage
- New Pipeline Name
- New Pipeline Stage Name
- New Prospect Status
- New Prospect Status Name
- New Deal Value
- New Deal Value Period
- New Deal Note
Action
Write
- Organization NameRequired
- New Organization Name
- Organization Website
- Organization description
- Organization Assignee
Action
Write
- Contact Name
- Email
- Phone
- Contact ID
Action
Search
- List IDRequired
- Contact IDRequired
Action
Search
- Organization ID
- Organization Name
- Author email
- Note body
Action
Search
- Contact NameRequired
- Contact EmailRequired
- Contact Phone
- Contact ID
- Organization ID
- Contact Title
Action
Search or write
- Organization IDRequired
- Organization Name
- Author email
- Note bodyRequired
- Author ID
Action
Search or write

- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- 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
Contact Created
Triggers when a new contact is created. Return contact data with custom fields.
Trigger
Instant
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Deal Assignee Updated
Triggers when a deal assignee is updated. Return deal data with custom fields.
Trigger
Instant
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Deal Deleted
Triggers when a deal is deleted. Return deal data with custom fields.
Trigger
Instant
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Entry Created
Triggers when a new Entry is created. Return entry data with fields.
Trigger
Instant
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Entry Updated
Triggers when a contact is updated. Return contact data with fields.
Trigger
Instant
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Organization Deleted
Triggers when an organization is deleted. Return organization data with custom fields.
Trigger
Instant
Try It
Note Deleted
Triggers when a note is deleted. Return note data with custom fields of related lead.
Trigger
Instant
Try It
- List IDRequired
- Contact IDRequired
Action
Write
- List IDRequired
- Organization IDRequired
- Contact ID
Action
Write
- Organization ID
- Contact NameRequired
- Contact Title
- Contact EmailRequired
- Contact Phone
Action
Write
- Organization IDRequired
- Author ID
- Author email
- Note bodyRequired
Action
Write
- Company NameRequired
- Company Website
- Company Description
- Organization Assignee
- Contact NameRequired
- Contact Title
- Contact EmailRequired
- Contact Phone
- Note
- Deal Assignee
- Pipeline Stage
- Prospect Status
- Deal Value
- Deal Note
Action
Write
- List IDRequired
- IDRequired
- StatusRequired
- Assignee
- One Time ValueRequired
- Recurring ValueRequired
- Recurring Value PeriodRequired
Action
Write
- Note ID
- New note body
Action
Write
- List IDRequired
- IDRequired
- StatusRequired
- Assignee
- One Time ValueRequired
- Recurring ValueRequired
- Recurring Value PeriodRequired
Action
Write
- Organization ID
- Organization Name
Action
Search
- List IDRequired
- Organization IDRequired
Action
Search
- Organization Name
- Match Mode
- Organization ID
Action
Search
- OrganizationRequired
- Organization Name
- Pipeline Stage
- Pipeline Name
- Pipeline Stage Name
- Prospect Status
- Prospect Status Name
- Deal ValueRequired
- Deal Value PeriodRequired
- Contact
- Deal Assignee
- Deal Assignee Email
- Deal Note
Action
Search or write
- Organization NameRequired
- Match Mode
- Organization ID
- Organization Website
- Organization Description
- Organization Assignee
Action
Search or 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

Related categories

Scheduling & Booking

About Relate

Relate is a simple collaborative sales and CRM software.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Calendly + Relate

Create new Relate orgs, contacts, deals, and notes when new Calendly invitees are created

Event Canceled

Invitee Created

New Routing Form Submission

Create One-Off Meeting

Cancel Scheduled Event

Find User

Contact Deleted

Deal Created

Deal Updated

Entry Deleted

Organization Created

Note Created

Pipeline Stage Updated

Add Contact Entry to Process

Add Organization Entry to Process

Create Deal

Create Organization

Update Contact

Update Deal

Update Organization

Find Contact

Find Entry From Contact Process

Find Note

Find or Create Contact

Find or Create Note

Invitee Canceled

Invitee No Show Created

Cancel an Event

Mark Invitee as No Show

Find Event

Contact Created

Deal Assignee Updated

Deal Deleted

Entry Created

Entry Updated

Organization Deleted

Note Deleted

Add Contact Entry to List

Add Organization Entry to List

Create Contact

Create Note

Create Org & Contact & Deal & Note

Update Contact Entry

Update Note

Update Organization Entry

Find Deal

Find Entry From Organization Process

Find Organization

Find or Create Deal

Find or Create Organization

About Calendly

Related categories

About Relate

Related categories

Similar apps

Zapier Interfaces