Route new Calendly bookings into the right Flodesk nurture and log to Notion

By General Input

When a prospect books on Calendly, drop them into the matching Flodesk nurture based on their intake answers, then log the meeting in your Notion CRM before the call.

Integrations

  • Calendly
  • Flodesk
  • Notion

Type

Agentic Task

Categories

  • Sales
  • Marketing

Build me an agent workflow that routes new Calendly bookings into the right Flodesk nurture and logs the meeting in my Notion CRM before the call.

Trigger: a Calendly webhook for the invitee.created event. Whenever someone books a meeting through one of my event types, the workflow should fire immediately.

Step 1. Pull the booking details from Calendly. Use Calendly Get Event Invitee with the invitee URI from the webhook payload and read out the invitee's email, first and last name, event type name, scheduled start time, and any intake question answers they submitted at booking.

Step 2. Decide which Flodesk segment fits. Read the intake answers and pick the best segment for this lead from my Flodesk account, for example Discovery Call, Demo Requested, or Free Consult. If the answers are sparse or ambiguous, default to a general Booked Calls segment so nobody falls through the cracks. Briefly note why you picked that segment so I can review the call later.

Step 3. Get the lead into Flodesk. Call Flodesk Create or Update Subscriber with the invitee's email, first name, and last name so we either create a new subscriber or update the existing one. Then call Flodesk Add Subscriber to Segments with the segment you chose so they are tagged correctly. Then call Flodesk Add Subscriber to Workflow with the matching pre-meeting nurture workflow so they immediately start receiving the right warm-up emails.

Step 4. Log the booking in Notion. Call Notion Create a Page in my CRM database with the invitee's name as the page title and the following details in the page body or properties: meeting time, event type, invitee email, the Flodesk segment you picked, and a one-line summary of why you picked that segment based on their intake answers. I want this record to exist before the meeting starts so I can read it during prep.

Notes for the agent. Match the Flodesk segment by name, not ID, in your reasoning so the choice is human-readable. If a segment or workflow named in my list does not exist in Flodesk, list the closest match using List All Segments or List Workflows and continue with that. Keep the Notion summary to one or two sentences.

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