Calendly + Shape

Calendly + Shape integrations

Create new records in Shape for every new invitee created in Calendly

When a new invitee is created in Calendly, let this workflow streamline your process by creating a new record in Shape. This automation lets you instantly translate your planned meetings into actionable data, saving you precious administrative time. Utilize this workflow and focus on preparing your meetings instead of managing data.

When this happens...
Invitee CreatedTriggers when an invitee schedules an event.
TriggerInstant
automatically do this!
Create RecordCreate a new record within the CRM
ActionWrite

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More things you can do with Calendly and Shape

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

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- 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
- Record ID
  Required
- First Name
- Last Name
- Phone Number
- Email Address
Action
Write
- Record ID
  Required
Action
Search

- 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
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
  Required
Action
Write
- Record ID
  Required
- Status Name
  Required
Action
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.

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Related categories

Scheduling & Booking

About Shape

Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Create records in Shape Software for new Calendly invitees

Generate records in Shape Software for new Calendly invites