How can I filter which invitees to add to existing client records?

You can set criteria based on event type, invitee email domain, or other specifics. DryMerge will only update Xero records for invitees that meet your criteria.

Can I specify which details to add to the client records?

Yes, you can customize which details to include in the client records, like contact information, appointment details, and notes.

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

This automation is useful for client managers, sales teams, and business owners who need to keep client records up-to-date with new meeting invitees.

Home Contact Pricing Apps Blog

Calendly + Xero

Update Xero Client Records for New Calendly Invitees

Ensure that your client records in Xero are always up-to-date by automatically adding new invitees from Calendly events to existing client records. Ideal for businesses that frequently add new contacts via scheduled meetings.

New Calendly Invitee

Triggers when a new invitee schedules a meeting.

Update Client Records

Updates client records with new invitee details.

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

or pick a common variation below

Update Xero Contacts for Rescheduled Calendly Events

Calendly + Xero

Create Xero Expense Reports for Calendly Cancellations

Calendly + Xero

Create Xero Projects for New Calendly Event Types

Calendly + Xero

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Update Xero client records for new Calendly invitees"

Update Xero client records for new Calendly invitees

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 + Xero.

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 Xero Inventory Item

Creates a new inventory item in Xero

Create Xero Contact

Creates a new contact in Xero

Search Xero Inventory

Searches for inventory items in Xero

Low Quantity Xero Item

Triggers when inventory items fall below a specified threshold

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.

Xero

Xero is a cloud-based accounting software platform for small and medium-sized businesses. Automate invoicing, bank reconciliation, bookkeeping, and more.

Related apps

Google Calendar

Calendar Events

Microsoft Outlook

Email Client

Microsoft Excel

Spreadsheets

Get Started with DryMerge

Home Contact Pricing Privacy Policy Terms of Service Limited Use