How to create clients in Copilot when new events are scheduled in Calendly | Scribe

    How to create clients in Copilot when new events are scheduled in Calendly

    • Véronique Cadet |
    • 0 step |
    • 2 minutes
    Create a new scenario in Make
    Click the + button to add a trigger. Search for and select "Calendly"
    Select or add a webhook
    Name your webhook
    Select a connection or connect to your Calendly account
    Click "Invitee Created"
    Click "Select from the list"
    Click "Select from the list"
    Click here.
    Click the organization URI you want
    If you want to pick a specific user, you can select one here
    Click "Save"
    Click "OK"
    Now it's time to test the trigger by scheduling a test meeting. Right-click and click "Run this module only"
    **Please Note:** You'll need to go to your Calendly event settings and change the default Invitee Question for Name to First Name, Last Name. This will allow Calendly to separate the first and last names of the invitees to be pulled into the Copilot Make step. For instructions on how to change this setting, please click [here.](https://scribehow.com/shared/How_to_change_Calendly_Event_Invitee_Question_Settings__-dsZYweJQN6azFW1QRQ_-Q)
    Switch tabs to your Calendly account
    Copy the link and paste it another tab to schedule a test a meeting
    Back in Make, you should see that the trigger ran successfully
    Add a new module and search then select “Copilot”
    Click "Create a Client"
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