Remove a lead from the EmailBison campaign after a Cal.com booking

When a prospect books on Cal.com or Calendly, Master Inbox removes them from the EmailBison campaign and moves the thread to the Meeting Booked list.

Meetings

EmailBison

Cal.com

CalendlySDR managerTeam plan

When

Meeting BookedFrom Cal.com or Calendly

Then

Remove from EmailBison campaignRemove the lead from the EmailBison campaign

And

Move to listMeeting Booked

Why teams run it

Booked prospects stop getting cold follow-ups from EmailBison.

Set it up in Master Inbox

In Master Inbox, open Settings, then Workflows, and click Add a workflow.
Name it Remove a lead from the EmailBison campaign after a Cal.com booking.
Set the trigger to Meeting Booked and choose From Cal.com or Calendly.
Add the action Remove from EmailBison campaign: Remove the lead from the EmailBison campaign.
Add the action Move to list: Meeting Booked.
Save the workflow and switch it to Active.

Before you start, connect EmailBison, 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": "Remove a lead from the EmailBison campaign after a Cal.com booking",
  "trigger_type": "meeting_booked",
  "trigger_config": {},
  "action_configs": [
    {
      "action_type": "remove_from_campaign_bison",
      "campaign_ids": [
        "camp-1"
      ]
    },
    {
      "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: "Remove a lead from the EmailBison campaign after a Cal.com booking". 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

Can I remove the lead from more than one campaign?

Yes. Pick every campaign the lead could be in on the action.

Is the booking matched to the right lead?

Bookings are matched to the prospect by email. A booking with no match still runs Slack notifications.

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.