The New Calendly Appointment Scheduled trigger automatically starts a workflow whenever a new appointment is booked through Calendly. This allows you to streamline your intake and client scheduling, allowing you to automatically search for existing contacts, create new leads, update records, or assign follow-up tasks as soon as a meeting is booked.
Prerequisites: Connecting Calendly to Lawcus
Before using this trigger, make sure your Calendly account is connected to Lawcus:
Go to Settings > Apps & Integrations.
Locate Calendly and follow the prompts to connect your account.
Note: Calendly can be integrated with Lawcus, but it will only trigger workflows for paid accounts (non-Free accounts).
Configure the Trigger
When creating a workflow:
Under
Step 1 – Setup Trigger Type, click theSelect Triggerdropdown.Select
New Calendly appointment scheduled.
Click
Continue.
Configure the Workflow Setup
In Step 2 – Setup, you can specify which scheduling pages should initiate the workflow using the dropdown fields:
Any Scheduling Page: Select
Any scheduling pageunder the Scheduling Page dropdown if you want the workflow to trigger whenever an appointment is booked on any connected teammate's scheduling page.Specific Teammate & Scheduling Page: Select a specific
Teammateto display their connected Calendly scheduling pages, then pick their specificScheduling Page(e.g., "30-Minute Consultation") to run the workflow only when an appointment is booked through that exact page.
Add Entry Rules
To fine-tune when the workflow runs, expand the optional Entry Rules section. Entry Rules allow you to set specific criteria, such as filtering by answer fields, email domains, or specific appointment details, before the workflow executes.
For step-by-step guidance on setting up filters, refer to our Entry Rules article.
Select Actions
Once your trigger and entry rules are set, click Continue to select your automated actions. You can choose any action from the available list based on your firm's process. Some common examples include:
Searching for existing contacts or leads in Lawcus using search steps.
Creating a new Contact or Lead automatically from the Calendly booking details.
Updating existing lead details or adding internal tasks for your team to prepare for the meeting.
Summary
The New Calendly Appointment Scheduled trigger seamlessly bridges your online calendar with your Lawcus workflows. Whether you choose Any scheduling page or restrict it to a specific teammate's page, you can automate intake, update records, and keep your team prepared without manual data entry.