Label Meeting booked and move the lead to the Booked list automatically

When a prospect books, Master Inbox replaces the thread's labels with Meeting booked and moves it to the Booked list, so pipeline lists stay accurate without anyone dragging threads around.

MeetingsCal.comCalendlyRepSDR managerTeam plan
When
Meeting BookedFrom Cal.com or Calendly
Then
Replace labelsMeeting booked, replacing Interested and other open labels
And
Move to listBooked

Why teams run it

Label-based workflows that wait for a Meeting booked label never fire if nobody remembers to add it by hand.

Set it up in Master Inbox

  1. In Master Inbox, open Settings, then Workflows, and click Add a workflow.
  2. Name it Label Meeting booked and move the lead to the Booked list automatically.
  3. Set the trigger to Meeting Booked and choose From Cal.com or Calendly.
  4. Add the action Replace labels: Meeting booked, replacing Interested and other open labels.
  5. Add the action Move to list: Booked.
  6. Save the workflow and switch it to Active.

Before you start, connect Cal.com or Calendly under Settings, Integrations.

Or create it with the API

Everything in the workflow builder is also in the Master Inbox API. This request creates the same workflow. Replace the example ids with your own label, list and campaign ids from GET /workflows/filter-fields.

curl -X POST https://api.masterinbox.com/api/api-webhook/v1/api/workflows/create-workflow \
  -H "Authorization: Bearer $MASTER_INBOX_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "name": "Label Meeting booked and move the lead to the Booked list automatically",
  "trigger_type": "meeting_booked",
  "trigger_config": {},
  "action_configs": [
    {
      "action_type": "update_labels",
      "label_ids": [
        176480
      ]
    },
    {
      "action_type": "move_to_list",
      "inbox_type_id": 52311
    }
  ]
}'

Full reference: workflow API guide and API docs.

Or ask Claude, ChatGPT or Grok to build it

Our workflow guide is written for AI agents to read. Give your assistant your API key and this prompt:

Read https://app.masterinbox.com/public-workflow-api.md and use my Master Inbox API key to create this workflow: "Label Meeting booked and move the lead to the Booked list automatically". First call GET /workflows/filter-fields and look up my label, list and channel ids, then create the workflow and tell me what you set up.

Questions

Why replace labels instead of adding one?

Replacing clears Interested, so follow-up and alert workflows on Interested stop for this lead.

Does it work for meetings the AI agent books?

Yes, as long as the booking is made on your connected Cal.com or Calendly.

Can I build this workflow through the API?

Yes. Send the create-workflow request shown on this page with your Master Inbox API key. The API checks the payload first and lists every problem by field if anything is off.

Which plan includes this?

This workflow works on the Team plan. Every plan has unlimited users and starts with a free 7-day POC.

Learn more

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