When a new Lemcal meeting is booked, add it to Google Calendar and create a follow-up task in ClickUp

When someone books a meeting through any of your Lemcal meeting types, FlowMattic puts it on Google Calendar and opens a ClickUp task for the follow-up, so the meeting and the work after it are both tracked.

Lemcal

Google Calendar

ClickUp

Download this workflow Browse more workflows

3 steps Setup ~5 min Used on 3.5k sites Free to import

The When a new Lemcal meeting is booked, add it to Google Calendar and create a follow-up task in ClickUp workflow on the FlowMattic canvas, with 3 steps across Lemcal, Google Calendar, ClickUp — The workflow as it appears in the builder after import. Each step opens for editing.

What this workflow does

A booked meeting creates two jobs: holding the time in your calendar and doing whatever comes after the call, such as sending notes or a proposal. When those live in different tools, one of them gets forgotten. This workflow handles both from a single Lemcal booking.

The Lemcal trigger, All Meeting Types, starts a run for meetings booked across every one of your meeting types. FlowMattic then uses Create Detailed Event in Google Calendar to add the meeting, with the start and end time and guest details you map. Next, ClickUp gets a new task through Create Task, in the list you pick, named and described with values from the booking.

Both actions run for every booking, since nothing filters them. Task History shows what Google Calendar and ClickUp returned for every booking. Later changes to the meeting in Lemcal aren't copied to either app.

Sending proposals after sales calls

A prospect books a demo in Lemcal. The demo goes on your calendar, and a ClickUp task named after the prospect reminds you to send the proposal once the call ends.

Onboarding calls for new clients

Each onboarding session booked in Lemcal opens a ClickUp task in the onboarding list, where the account manager tracks setup work for that client.

Coaching sessions with session notes

Coaches get the session in Google Calendar and a ClickUp task to write and share notes with the client afterwards.

How this workflow runs

What happens at each step once the workflow is on, and what you need before you import it.

Step 1Trigger
Lemcal All Meeting Types
Runs when a meeting is booked under any of your Lemcal meeting types. The meeting data, such as time, guest and type, feeds the next two steps.
Step 2Action
Google Calendar Create Detailed Event
Adds the meeting to the Google Calendar you choose as a detailed event. Map the start and end time, put the guest's name in the title, and connect your Google account.
Step 3Action
ClickUp Create Task
Opens a follow-up task in ClickUp in the list you pick. Use values from the Lemcal booking in the task name and description, such as the guest and meeting type, and connect your ClickUp account.

What you need

FlowMatticCore
Lemcal AccountAccount
Google Calendar AccountAccount
ClickUp AccountAccount

After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.

Make it yours

Changes worth making after you import it.

Want follow-up tasks for sales meetings only? Swap the trigger for Lemcal's A Specific Meeting Type, and the calendar and ClickUp steps then run for that type alone.
Map the meeting's end time into the ClickUp task's due date if the Create Task step offers one, so the follow-up is due straight after the call.
Book a test meeting after import so both actions get real Lemcal values to map, then check the event time and the new task before turning the workflow on.