Push new Calendly bookings into Wealthbox and notify Slack

Build me a deterministic code workflow that fires on a Calendly webhook for the invitee.created event so that every time a prospect books a discovery call, we provision the lead end to end in Wealthbox and post it in Slack. The whole thing is structured CRUD with a fixed field mapping, so it should run as a code workflow, not an agent.

Trigger: Calendly webhook, event type invitee.created. The incoming payload gives me the invitee name, email, phone, the Calendly event type name, the scheduled start time, the Calendly join URL, and any answers the invitee filled in on the booking form. Pull all of those out and use them as the inputs for the rest of the workflow.

Step 1: Wealthbox List Contacts, filtered by the invitee email. If exactly one match comes back, treat that as the existing contact. If zero matches, we will create one in the next step.

Step 2a, if no contact exists: Wealthbox Create Contact with the prospect's first name, last name, primary email, and primary phone from the Calendly payload. Tag the new contact with the Calendly event type name so we can tell discovery calls apart from other intake types. Save the new contact id for later steps.

Step 2b, if a contact already exists: Wealthbox Update Contact on that contact id and fill in any of phone or company that are currently empty. Do not overwrite values that are already set. Keep the existing contact id for later steps.

Step 3: Wealthbox Create Event for the meeting itself. Use the Calendly scheduled start and end times, name the event after the Calendly event type, put the Calendly join URL in the event description or location, and link the event to the contact id from step 2.

Step 4: Wealthbox Create Opportunity linked to that same contact id. Use the firm's default pipeline and the first stage of that pipeline so the new prospect drops in at the top of the funnel. Name the opportunity after the prospect and the Calendly event type.

Step 5: Wealthbox Create Note linked to that same contact id. The note body should capture the Calendly event type, the scheduled time, the join URL, and every question and answer from the Calendly intake form, formatted as a readable Q and A list.

Step 6: Slack Send a Message to a configurable channel that defaults to #new-leads. The message should include the prospect name, the scheduled meeting time, the Calendly event type as the source, and a clickable link to the new Wealthbox contact's permalink so the team can jump straight to the record. Use the slack integration (not slackbot).

Configurable settings on the workflow: the Slack channel (default #new-leads), the Wealthbox pipeline id and first stage id to use for the opportunity, and an optional allow-list of Calendly event type names so the user can scope this to specific event types if they want. Everything else should map straight through from the Calendly payload.