Stop the Instantly sequence when a meeting is booked

When a prospect books through Cal.com or Calendly, Master Inbox removes them from the Instantly campaign, labels the thread Meeting booked and moves it to your Meeting Booked list.

MeetingsInstantlyCal.comCalendlySDR managerRevOpsTeam plan
When
Meeting BookedFrom Cal.com or Calendly
Then
Remove from Instantly campaignRemove the lead from the campaign
And
Add labelsMeeting booked
And
Move to listMeeting Booked

Why teams run it

No more follow-up emails landing after the prospect already booked, which is the fastest way to look careless.

Set it up in Master Inbox

  1. In Master Inbox, open Settings, then Workflows, and click Add a workflow.
  2. Name it Stop the Instantly sequence when a meeting is booked.
  3. Set the trigger to Meeting Booked and choose From Cal.com or Calendly.
  4. Add the action Remove from Instantly campaign: Remove the lead from the campaign.
  5. Add the action Add labels: Meeting booked.
  6. Add the action Move to list: Meeting Booked.
  7. Save the workflow and switch it to Active.

Before you start, connect Instantly, 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": "Stop the Instantly sequence when a meeting is booked",
  "trigger_type": "meeting_booked",
  "trigger_config": {},
  "action_configs": [
    {
      "action_type": "remove_from_sequence_instantly",
      "campaign_ids": [
        "camp-1"
      ]
    },
    {
      "action_type": "add_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: "Stop the Instantly sequence when a meeting is booked". 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

Does it work with Smartlead or EmailBison too?

Yes. Swap the action for remove from campaign in Smartlead, EmailBison or PlusVibe, or remove from sequence in HeyReach.

Which calendars trigger it?

The meeting triggers fire for Cal.com and Calendly bookings.

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

Related workflows

Browse all 177 workflows

Run this on your own inboxes

Free 7-day POC. Unlimited users on every plan.

Start your free 7-day POC