Indy

Why Use Calendar Links in Indy

CalendarLink reduces no-shows and accelerates client engagement by turning your Indy actions into clear calendar events.

• Create universal Add to Calendar links for every platform, from Google to Apple.
• Enjoy a one-click, no-code setup with customizable branding.
• Access click and attendance analytics to refine your strategies.
• Automate reminders and notifications, keeping clients informed.

How Indy Works with CalendarLink

Turn Indy Activity into Calendar Events

1. Create a CalendarLink for each project milestone

Utilize common Indy triggers like Deliverable Created, Proposal Viewed, and Contract Signed to establish calendar links dynamically.

2. Send data to CalendarLink

Map key details such as name, date, and description to create streamlined invitations, with the option to capture RSVP information.

3. Publish the personalised invite

Receive a ready-to-use Add-to-Calendar link back to enhance client touchpoints with seamless scheduling.

Fire Indy Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Leverage triggers like New Event, New RSVP, or Updated Contact to initiate automated processes.

2. Map Add-to-Calendar Data

Ensure smooth data transfer by mapping titles, dates, times, and attendees between systems.

3. Create a new or update a row

Update records or log engagement in Indy automatically using actions such as Find a Contact in the system by ID.

Optimising Calendar Links in Indy

• Customize your invite pages to reflect your brand's identity.
• Utilize click and attendance analytics to refine your processes.
• Set up smart reminders to minimize missed appointments.
• Ensure links are always valid by using subscription calendars that stay synced.