Lawcus

Integrate Calendly with Lawcus to automate actions such as creating leads, adding tasks, sending emails, and more based on events scheduled in Calendly. This integration helps you streamline processes and reduce manual tasks.

With this integration, you can eliminate the hassle of back-and-forth communications when scheduling meetings. Calendly integrated with Lawcus allows you to engage efficiently with clients and peers, letting you focus on what matters most!

Additionally, the integration allows you to trigger workflows in Lawcus when new events are scheduled in Calendly. For example, you can: 

- Create leads or matters automatically. 
- Add tasks to your to-do list. 
- Send automated emails. 

- With this integration, you can eliminate the hassle of back-and-forth communications when scheduling meetings. Calendly integrated with Lawcus allows you to engage efficiently with clients and peers, letting you focus on what matters most!
- Additionally, the integration allows you to trigger workflows in Lawcus when new events are scheduled in Calendly. For example, you can: 
  - Create leads or matters automatically. 
  - Add tasks to your to-do list. 
  - Send automated emails. 

Note: All events created via Calendly will automatically appear on your Lawcus calendar for efficiency and easy management.

Prerequisites of Setting Up a Calendly Account

You can create one here if you don’t already have a Calendly account. 

Ensure you have a Standard Plan or higher, as it’s required for this integration. 

Set up your account by adding events and defining your availability.

- You can create one here if you don’t already have a Calendly account. 
- Ensure you have a Standard Plan or higher, as it’s required for this integration. 
- Set up your account by adding events and defining your availability.

Click on <code>Apps &amp; Integrations</code> to expand.

Select <code>Calendly</code> from the list of available apps.

1. Go to <code>Settings</code>.
2. Click on <code>Apps &amp; Integrations</code> to expand. 
3. Select <code>Calendly</code> from the list of available apps.
4. Click on <code>Enable</code>.

Note: A standard plan or more on Lawcus is also necessary for the integration.

Setting Up Workflows with Calendly Integration

To automate actions based on Calendly events, follow these steps:

1. Navigate to Automation
2. Workflows in Lawcus
3. Click on Add Workflow. 
4. Select the trigger New Calendly Scheduler Appointment.
   
    

1. Select the Calendly scheduling page you want to associate with the workflow.
2. You can trigger the workflow for all events or specific scheduling pages in Calendly.
   
     

1. Define what happens after the event is scheduled in Calendly. For instance, choose Create Lead to automatically add a new lead to Lawcus using information from the Calendly event.
2. You can add multiple action steps to build a comprehensive automation flow. 

1. Create a New Workflow 
 1. Navigate to Automation
 2. Workflows in Lawcus
 3. Click on Add Workflow. 
 4. Select the trigger New Calendly Scheduler Appointment.
 
 
2. Configure the Trigger 
 1. Select the Calendly scheduling page you want to associate with the workflow.
 2. You can trigger the workflow for all events or specific scheduling pages in Calendly.
 
 
3. Add Action Steps
 1. Define what happens after the event is scheduled in Calendly. For instance, choose Create Lead to automatically add a new lead to Lawcus using information from the Calendly event.
 2. You can add multiple action steps to build a comprehensive automation flow.

Scenario 1: A lead schedules a consultation in Calendly. - A new lead is created in Lawcus, and a follow-up task is added to your team's task list.

Scenario 2: An internal meeting is booked via Calendly. - An email reminder is sent, and the event is added to your Lawcus calendar.

- Scenario 1: A lead schedules a consultation in Calendly. - A new lead is created in Lawcus, and a follow-up task is added to your team's task list.
- Scenario 2: An internal meeting is booked via Calendly. - An email reminder is sent, and the event is added to your Lawcus calendar.

Integrate Calendly with Lawcus to automate actions such as creating leads or adding tasks based on events scheduled in Calendly.

What to expect from the integration?

Prerequisites of Setting Up a Calendly Account

How to Integrate Calendly with Lawcus?

Setting Up Workflows with Calendly Integration

Examples of Workflow Automation