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Triggers and actions 28 triggers · 42 actions
Trigger
New ClientTriggers when a new client is created.
Trigger
New CompanyTriggers when a new company is created.
Trigger
New ExpenseTriggers when an expense is created.
Trigger
New Exported Invoice (Bookkeeping)Triggers when a new invoice is exported (for the bookkeeping).
Trigger
New Incoming PaymentTriggers when a new incoming payment is created.
Trigger
New InvoiceTriggers when a new invoice is created.
Trigger
New Invoice StatusTriggers when the status of an invoice is changed.
Trigger
New OfferTriggers when a new offer is created.
Trigger
New Outgoing PaymentTriggers when a new outgoing payment is created.
Trigger
New Planning EntryTriggers when a new Planning Entry is created.
Trigger
New PresenceTriggers when a new Presence is created.
Trigger
New Project AssignmentTriggers when a person is assigned to a project.
Trigger
New PurchaseTriggers when a new purchase is created.
Trigger
New Recurred ExpenseTriggers when an expense is recurred.
Trigger
New TaskTriggers when a new task is created.
Trigger
New Time EntryTriggers when a new time entry is created.
Trigger
Unarchived ProjectTriggers when a project is made active again.
Trigger
Updated CompanyTriggers when a company was updated.
Trigger
Updated ExpenseTriggers when an expense was updated.
Trigger
Updated InvoiceTriggers when an invoice was updated.
Trigger
Updated LeadTriggers when a lead was updated.
Trigger
Updated Planning EntryTriggers when a Planning Entry was updated.
Trigger
Updated PresenceTriggers when a Presence was updated.
Trigger
Updated ProjectTriggers when a project was updated.
Trigger
Updated PurchaseTriggers when a purchase was updated.
Trigger
Updated Time EntryTriggers when a time entry was updated.
Action
Create CommentCreates a new Comment.
Action
Create CompanyCreates a new company (customer only).
Action
Create ContactCreates a new contact person.
Action
Create ExpenseCreates a new Expense.
Action
Create Incoming PaymentCreates a new incoming payment.
Action
Create LeadCreates a new lead.
Action
Create Outgoing PaymentCreates a new outgoing payment.
Action
Create ProjectCreates a new Project.
Action
Create PurchaseCreates a new Purchase.
Action
Create TaskCreates a new project task.
Action
Create Time EntryCreate a new time entry.
Action
Find CompanyFinds an existing Company.
Action
Find ContactFinds an existing Contact.
Action
Find ExpenseFinds an existing Expense.
Action
Find InvoiceFinds an existing Invoice.
Action
Find LeadFinds an existing lead.
Action
Find OfferFinds an existing Offer.
Action
Find Planning EntryFinds an existing Planning Entry.
Action
Find ProjectFinds an existing project.
Action
Find PurchaseFinds an existing Purchase.
Action
Find TaskFinds an active Task for a Project.
Action
Find Time EntryFinds an existing Time Entry.
Action
Find UserFinds an existing active user.
Action
Record PresenceRecord a new presence.
Trigger
Canceled scheduled event (polling)Triggers when a scheduled event is canceled.
Trigger
New scheduled event (polling)Triggers when a new scheduled event is created.
Action
Cancel scheduled eventCancels a scheduled event with a specified reason for the cancellation.
Action
Create single-use scheduling linkCreates a single-use booking link that allows one person to schedule an event.
Action
Get current userReturns the authenticated user's profile including name, email, timezone, and scheduling URL.
Action
Get event typeReturns details for the specified event type.
Action
Get inviteeReturns details about a specific invitee for a scheduled event.
Action
Get invitee next scheduled eventGets the next scheduled event for the invitee specified by their email.
Action
Get scheduled eventReturns details about a specific scheduled event.
Action
Get user availability scheduleReturns details for the specified user availability schedule.
Action
List event inviteesReturns the list of invitees for a scheduled event, optionally filtered by status.
Action
List event type availability schedulesReturns the event type's availability schedules.
Action
List event typesReturns your calendar's event type templates, optionally filtered by scope and active status.
Action
List organization membershipsReturns all members of the connected Calendly organization (paginated). One record per membership: user_email, user_uri, user_name, role.
Action
List scheduled eventsReturns scheduled events, filterable by scope, status, date range, and invitee email.
Action
List user availability schedulesReturns the user's availability schedules.
Action
List webhook subscriptionsReturns all webhook subscriptions for your organization.
Action
Mark invitee as no-showRecords that an invitee did not attend their scheduled event.
Action
Undo invitee no-showRemoves a no-show marking from an invitee.
Action
Update event type availability scheduleReplaces a single host's availability schedule on a Calendly event type with explicit date rules (full overwrite). Built for CalendarConnect: push real Mindbody bookable slots into Calendly so only MBO-bookable times are offered. CRITICAL: the host is targeted by the NESTED availability_rule.user — a top-level user alone is silently ignored and Calendly replaces the OAuth token owner's schedule instead. Always verify stored_user equals the requested host before trusting the result. For round-robin events, call once per host.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.