Workbooks + Calendly Integrations, Built by an AI Agent
Put Workbooks + Calendly to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Workbooks and Calendly
See the kind of workflows teams build with Workbooks and Calendly below — describe the exact one you want above and the Agent builds it on demand.
Workbooks + Calendly
When a new case is opened in Workbooks CRM, schedule a follow-up meeting via Calendly.
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Create CRM contacts from new bookings
When a customer makes a new booking in Calendly, automatically create or update their contact record in Workbooks.
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Schedule sales calls for newly qualified leads
When a deal stage changes in Workbooks, automatically create a booking in Calendly to block off time for a demonstration.
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Browse the full workflow library →
Looking to achieve something else with Workbooks and Calendly?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Workbooks and Calendly
Everything Workbooks and Calendly can do inside a workflow — the triggers that start one and the actions that run when it fires.
Workbooks Explore Workbooks →
A web-based customer relationship management platform designed to help businesses streamline sales, marketing, and service operations.
TriggersTriggers when a new case is created.
Triggers when a new organisation is created.
Triggers when a new person is created.
Triggers when a new sales lead is created.
Triggers when a credit note is posted.
Triggers when an invoice is complete and its status posted.
Looks up values using a Dynamic Lookup Item.
Adds a new member to a Marketing Campaign.
Adds a new member status to a Marketing Campaign.
Creates a new case.
Creates a new Marketing Campaign.
Creates a new Customer Order
Calendly Explore Calendly →
Calendly is an automated scheduling platform that simplifies booking meetings by coordinating availability between participants.
TriggersTriggers when a contact is created. Requires a paid Calendly plan.
Triggers when a contact is deleted. Requires a paid Calendly plan.
Triggers when a contact is updated. Requires a paid Calendly plan.
Triggers when an event is canceled.
Triggers when an invitee cancels a scheduled event.
Triggers when an invitee schedules or reschedules an event.
Cancels an event.
Creates a new one-off meeting in Calendly.
Creates a new contact. Requires a paid Calendly plan.
Creates a new scheduled event with an invitee. Standard notifications, calendar invites, and workflows run as if booked via the Calendly UI.
Deletes a contact by UUID. Requires a paid Calendly plan.
Updates an existing contact by UUID. Requires a paid Calendly plan.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Other Scheduling & Booking apps on Knit
Explore more Scheduling & Booking integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
3veta
3veta is a communication platform designed for consultants and service providers to manage video meetings, scheduling, and payments.
Acuity Scheduling
Acuity Scheduling is an online appointment scheduling application that allows client-facing businesses to manage booking availability, intake forms, and payments.
Adventure Office
A business management software for outdoor tour operators that manages online reservations, activity scheduling, and customer bookings.
Agendize
Agendize is an online client management and appointment scheduling platform designed to streamline customer interactions and business booking workflows.
allGeo
A field service management platform providing automated workforce scheduling, time tracking, and location management tools.
Appointedd
Appointedd is an online booking and scheduling software that enables businesses to accept appointments and manage staff calendars.
Appointible
Appointible is an online appointment scheduling software that helps service-based businesses manage bookings, staff schedules, and client text reminders.
Appointlet
Appointlet is an online scheduling software that enables businesses to accept client appointments directly into their digital calendars.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Workbooks + Calendly
Is there a pre-built Workbooks + Calendly automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Workbooks and Calendly's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Workbooks or Calendly connector?
No. The Agent works whether or not Workbooks or Calendly already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How do Workbooks and Calendly keep contact information synchronized?
When a new appointment is booked in Calendly, customer details automatically sync to create or update lead records inside Workbooks.
Can booking changes automatically update my pipeline in Workbooks?
Yes, when meetings are booked or updated in Calendly, relevant deal stages or activity logs in Workbooks update instantly.