Latenode
Calendly
Wealthbox

Automatically create Wealthbox CRM tasks when new Calendly invitees are added

This template starts when Calendly creates an invitee, then creates a Wealthbox task for follow-up.

Map invitee name, email, event type, and start time into the task. Connect Calendly and Wealthbox. Put the Wealthbox API key on the Wealthbox connection. Pick the assignee and due date you want on the task.

Updated Sep 16, 2026Est. run: 5sEst. cost: $0.0003
How Latenode estimates time and cost

Latenode bills workflow runtime in CPU seconds. The first 10,000 CPU seconds are free each month, then usage follows pay-as-you-go CPU-second pricing. Plug-and-Play (PnP) AI nodes are billed separately—each PnP token is $1 USD, charged pay-as-you-go at vendor cost plus a small processing fee, with no API keys required.

Full pricing — how CPU seconds work →

Workflow preview

What this template does

  • Turns each Calendly booking into a Wealthbox task
  • Starts when Calendly creates an invitee
  • Carries invitee, event type, and start time into the task
  • Keeps the Wealthbox API key on the Wealthbox connection

How it works

1
Trigger

Watch Calendly invitees

The scenario starts when someone books the Calendly event type you choose.

2
Action

Create the Wealthbox task

Wealthbox creates a task with invitee name, email, event type, and start time. Put the Wealthbox API key on the Wealthbox connection.

Setup guide

1

Connect Calendly

Add a Calendly connection. Add a trigger for a new invitee and select the event types that should create tasks.

2

Connect Wealthbox

Add a Wealthbox connection and paste your Wealthbox API key there.

3

Map the task

Set the task name from event type and invitee. Put email and start time in the notes. Assign the task and set due date from the event start. Book a test event and confirm Wealthbox shows the task.

Requirements

A Calendly account whose bookings Latenode can read
A Wealthbox account that can create tasks
A Wealthbox API key stored on the Wealthbox connection

FAQ

Common questions about this template

Each run uses credits on your Latenode plan. We charge for processing time (1 credit = 30 seconds). Your actual cost depends on your plan and how long the run takes. See pricing plans for plans and how credits work.
Contact support →

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