How to integrate Calendly with Lawcus?

You can now send information about your Calendly events to Lawcus when you connect it to Lawcus.
The Calendly integration will allow you to automate things on Lawcus based on the events created on Calendly, such as creating leads/matters, adding tasks, sending emails, etc., using workflows.

What can the integration do?

The integration will allow you to trigger workflows based on the event created on Calendly.
We have a new trigger on workflow for new appointments created on calendly. You can trigger the workflow based on an event scheduled on calendly and use other actions, maybe create a lead, send email, etc., and automate the process on Lawcus.

How to set up a Calendly account?

You can create a Calendly account by visiting here if you don't already have one.
Note - You need a standard plan or above for the integration to work.
Once you are in your Calendly account, you need to set up your account and add events and availability accordingly.

How to integrate Calendly on Lawcus?

1. Goto Settings > Apps & Integrations

2. Select Calendly and click on Enable
Note - You need a standard plan or above for the integration to work.

How to set up the workflow to use calendly integration?

1. Goto Automations > Workflows > Add workflow
Select trigger as "New calendly scheduler appointment."

2. Click on Continue and select the calendly scheduling page for which you want to trigger the workflow
- You can trigger the workflow for all events coming from Calendly or only events coming from specific scheduling pages.

3. Click on continue, and feel free to add additional action steps regarding what you want to do after the event is scheduled on Calendly.
For example, you can use create lead action, and a new lead will be created on Lawcus using the event information from Calendly once the event is scheduled on Calendly.

Likewise, you can add any number of action steps and automate your processes on Lawcus for the events coming from Calendly.

Please feel free to reach out to support@lawcus.com if you have more questions, comments, or concerns.