Integrate Wealthbox CRM with Calendly
Send information between Wealthbox CRM and Calendly automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Wealthbox CRM and Calendly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New event
Triggers when a new event is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
Completed task
Triggers when a task is completed
New note
Triggers when a new note is created
New workflow
Triggers when a new workflow is created
New project
Triggers when a new project is created
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
Event scheduled by invitee for the connected user
Triggers when an invitee schedules an event for the connected user
Event canceled by invitee for the connected user
Triggers when an invitee cancels a scheduled event for the connected user
Event canceled by invitee
Triggers when an invitee cancels a scheduled event
Event scheduled by invitee
Triggers when an invitee schedules an event
All Actions - Actions are the automated tasks
Create note
Creates a new note
Create event
Creates a new event
Create task
Creates a new task
Create contact
Creates a new contact
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Fetch contact
Fetches a contact by email
Invite user
Invites a new user
Create schedule link
Creates a new schedule link
Fetch event
Fetches the details of an existing event using UUID
Fetch invitee by UUID
Fetches the details of an existing invitee using UUID
What is Calendly?
Calendly is a customizable scheduling app that works on all devices. With features like time zone detection, round robin meeting allocation, and calendar integration, you can make scheduling a simple process.
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