Calendly + Dex

Calendly + Dex integrations

Create notes in Dex for new Calendly invitees

With this workflow, as soon as a new invitee is added in Calendly, a corresponding note is instantaneously formed in Dex. This seamless integration helps keep track of invitee information without any manual entry, ensuring nothing important slips through the cracks. It's an efficient tool for organizing and imposing structure to your scheduling system.

When this happens...
Invitee CreatedTriggers when an invitee schedules an event.
TriggerInstant
automatically do this!
Create NoteCreates a Note in Dex
ActionWrite

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More things you can do with Calendly and Dex

Discover other triggers and actions you can use with Calendly and Dex

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Event UUID
  Required
- Reason
Action
Write
- Event Type
  Required
- Start Time
  Required
- Invitee Email
  Required
- Invitee Full Name
- Invitee First Name
- Invitee Last Name
- Invitee Timezone
  Required
- Location Type
- Text Reminder Phone Number
- Event Guests
- Questions
- Answers
- Enable Invitee Tracking
Action
Write

Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search

- Search
  Required
Action
Search
- Group Name
  Required
- Color
- Parent Group ID
Action
Write
- Tag Name
  Required
- Color
Action
Write
- Contact ID
  Required
Action
Write
- Group ID
  Required
- Contact ID
  Required
Action
Write
- Contact ID
  Required
- Tag ID
  Required
Action
Write
- Search Query
  Required
Action
Search
- Tag Name
  Required
Action
Search
- Group Name
  Required
- Color
- Parent Group ID
Action
Search or write

- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Routing Form
Trigger
Instant
Try It
- Event Name
  Required
- Host User
  Required
- Co-hosts
- Duration (in minutes)
  Required
- Time Zone
- Start Date
  Required
- End Date
  Required
- Location Kind
- Location
- Additional Location Info
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Group ID
  Required
- Contact ID
  Required
Action
Write
- Text
- Due Date
  Required
- Contact Emails
Action
Write
- Note
  Required
- Event Time
  Required
- Contact Emails
Action
Write
- First Name
- Last Name
- Job Title
- Description
- Company
- LinkedIn
- Twitter
- Facebook
- Instagram
- Website
- Birthday
- Email
- Phone Number
Action
Write
- Contact ID
  Required
- Custom Field ID
  Required
- Text Value
- Date Value
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Job Title
- Company
- Description
- LinkedIn URL
- Twitter Handle
- Facebook URL
- Instagram Handle
- Website
- Starred
- Archived
- Keep in Touch Frequency
Action
Write
- Group Name
  Required
Action
Search
- Search Query
  Required
- First Name
- Last Name
- Job Title
- Description
- Company
- LinkedIn
- Twitter
- Facebook
- Instagram
- Website
- Birthday
- Email
- Phone Number
Action
Search or write
- Tag Name
  Required
- Color
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 moreLearn moreHelpHelp

Related categories

Scheduling & Booking

About Dex

Dex is a personal CRM that helps you build stronger relationships.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Related Zap Templates

Create or update Dex contacts when new Calendly invitees are created

Related Zap Templates

Create or update Dex contacts when new Calendly invitees are created