Calendly Otter Waiver

Send intake questionnaires when appointments are scheduled

When a new customer books in Calendly, add them as a respondent in Otter Waiver so they receive a pre-meeting survey.

Try:

See all Calendly + Otter Waiver integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Calendly Explore Calendly →

Triggers
New booking made

Fires when a new booking or appointment is made in Calendly.

Booking rescheduled or canceled

Fires when a booking in Calendly is changed or canceled.

New customer

Fires when a new customer books for the first time in Calendly.

Actions
Create a booking

Creates a new booking or appointment in Calendly.

Cancel or reschedule a booking

Cancels or moves a booking in Calendly.

Create or update a customer

Creates or updates a customer record in Calendly.

Add the booking to a calendar

Adds a booking from Calendly to a connected calendar.

Otter Waiver Explore Otter Waiver →

Triggers
New form response

Fires when a form is submitted in Otter Waiver.

Survey completed

Fires when a respondent finishes a survey in Otter Waiver.

Response updated

Fires when an existing response is edited in Otter Waiver.

Actions
Create or update form

Creates or updates a form or survey in Otter Waiver.

Retrieve a response

Looks up a specific form response in Otter Waiver.

Add a respondent

Adds a respondent or contact to a form in Otter Waiver.

Schedule appointments directly from intake form submissions When a user submits a qualifying response in Otter Waiver, automatically create a booking in Calendly with their submitted contact details. See details
Update client records when survey responses change When a client updates their survey details in Otter Waiver, update their customer record in Calendly so hosts have current information. See details

See all Calendly + Otter Waiver integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send intake questionnaires when appointments are scheduled” between Calendly and Otter Waiver?

Yes — describe it in the box above and Knit's Integrations Agent researches Calendly and Otter Waiver's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does linking Otter Waiver and Calendly streamline appointment booking?

When clients complete intake surveys in Otter Waiver, their details are passed into Calendly to automatically create appointment bookings.

Can new bookings in Calendly send intake forms in Otter Waiver?

Yes, booking a new meeting in Calendly can add the client as a respondent in Otter Waiver so intake forms go out ahead of time.

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