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.