

Integrate Calendly with Wealthbox CRM
Send information between Calendly and Wealthbox CRM automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Calendly and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Event scheduled by invitee
Triggers when an invitee schedules an event

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

New contact
Triggers when a new contact is created

New opportunity
Triggers when a new opportunity is created

New workflow
Triggers when a new workflow is created

New task
Triggers when a new task is created

New comment
Triggers when a new comment is created

New note
Triggers when a new note is created

New event
Triggers when a new event is created

New project
Triggers when a new project is created

Completed task
Triggers when a task is completed
All Actions - Actions are the automated tasks

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

Create project
Creates a new project

Create task
Creates a new task

Create event
Creates a new event

Create opportunity
Creates a new opportunity

Create contact
Creates a new contact

Create note
Creates a new note

Fetch contact
Fetches a contact by email
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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What is Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
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Webhook triggers
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