Can I filter for new clients only?

Yes, you can filter for new clients by specifying criteria such as booking type or client status in Calendly.

Can I customize the client intake form?

Absolutely, you can customize the client intake form to include specific fields or questions relevant to your needs.

Which people use this automation? What do they use it for?

This automation is valuable for professionals who need to gather detailed information from clients consistently. It is ideal for consultants, healthcare providers, and service-based business owners.

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Calendly + Google Docs

Create Google Docs with Client Intake Forms from Calendly Appointments

Automatically generate Google Docs with client intake forms whenever a new appointment is booked via Calendly. This ensures all necessary client information is captured consistently and efficiently.

New Calendly Appointment

When a new appointment is booked through Calendly.

Create Client Intake Doc

Generates a Google Doc pre-filled with a client intake form.

See more Calendly to Google Docs integrations or use AI to customize your automation.

or pick a common variation below

Generate Contract Templates in Google Docs from Calendly Appointments

Calendly + Google Docs

Track Project Milestones in Google Docs from Calendly Appointments

Calendly + Google Docs

Generate Event Recaps in Google Docs from Calendly Appointments

Calendly + Google Docs

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Google Docs with client intake forms from Calendly appointments"

Create Google Docs with client intake forms from Calendly appointments

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Calendly + Google Docs.

New Calendly Event Scheduled

Triggers when a new event is scheduled in Calendly

Calendly Event Cancelled

Triggers when an event is cancelled in Calendly

Create Doc

Creates a new Google Doc

Delete Doc

Deletes a Google Doc

Update Doc

Updates an existing Google Doc

Read Doc

Reads details of a Google Doc

Search Docs

Searches Google Docs

New Google Doc

Triggers when a new Google Doc is created

App details

Calendly

Calendly is an automated scheduling software that makes it easy for people to schedule meetings and appointments. Streamline scheduling and sync events with your calendar.

Google Docs

Google Docs is a web-based word processing application for creating, editing, and collaborating on documents. Generate documents and populate templates.

Related apps

Google Calendar

Calendar Events

Microsoft Outlook

Email Client

Notion

Workspace Collaboration

Microsoft Teams

Team Collaboration

Get Started with DryMerge

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