Calendly + upcoach

Add new Calendly invitees as clients in upcoach

When a new invitee is added in Calendly, this workflow seamlessly transfers the information to upcoach, adding them as a new client. This efficient process eliminates the need for manual data entry, freeing up your time for other important tasks. Enhance your client management by instantly transferring your Calendly contacts to upcoach, ensuring a streamlined experience.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Add a Client
Adds a Client to the organization.
ActionWrite

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Supported triggers and actions

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
Try It
- Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Trigger
Instant
Try It
- Routing Form
Trigger
Instant
Try It
- 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
New Program
Triggers when a new program is created.
Trigger
Polling
Try It

New Task
Triggers when a new task is created on a program.
Trigger
Polling
Try It
- NameRequired
- EmailRequired
- Password
- Timezone
- Send invite
Action
Write
- Todo titleRequired
- Todo description
- Due date
- Program
- MemberRequired
Action
Write
- ProgramRequired
- MemberRequired
Action
Write
- EmailRequired
- NameRequired
- Password
- Timezone
- Send invite
Action
Search or write

- 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
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUIDRequired
Action
Search
New Client
Triggers when a new client is created.
Trigger
Polling
Try It
- ProgramRequired
Trigger
Polling
Try It
- Client IDRequired
Action
Write
- Program
- Client
Action
Write
- Client IDRequired
Action
Write
- EmailRequired
Action
Search

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 upcoach

Upcoach is an online coaching platform you need to deliver exceptional programs, nurture client relationships, and manage your coaching business - all in one!

Related categories

CRM (Customer Relationship Management)

Calendly + upcoach

Add new Calendly invitees as clients in upcoach

Supported triggers and actions

Event Canceled

Invitee Created

New Routing Form Submission

Create One-Off Meeting

Cancel Scheduled Event

Find User

New Program

New Task

Add a Client

Add a Task to a Program Member

Remove a Member From a Program

Find or Add a Client

Invitee Canceled

Invitee No Show Created

Cancel an Event

Mark Invitee as No Show

Find Event

New Client

New Program Member

Activate a Client

Add a Client to a Program

Deactivate a Client

Find a Client

About Calendly

Related categories

About upcoach

Related categories