Tag the QuickMail lead Booked when a meeting is scheduled

When a prospect books through Cal.com or Calendly, Master Inbox sets a Booked tag on the QuickMail lead, so your QuickMail rules can stop the sequence and report the meeting.

Meetings

QuickMail

Cal.com

CalendlySDR managerRevOpsTeam plan

When

Meeting BookedFrom Cal.com or Calendly

Then

Set a QuickMail tagBooked

And

Add labelsMeeting booked

Why teams run it

QuickMail sees the meeting even though it was booked outside QuickMail.

Set it up in Master Inbox

In Master Inbox, open Settings, then Workflows, and click Add a workflow.
Name it Tag the QuickMail lead Booked when a meeting is scheduled.
Set the trigger to Meeting Booked and choose From Cal.com or Calendly.
Add the action Set a QuickMail tag: Booked.
Add the action Add labels: Meeting booked.
Save the workflow and switch it to Active.

Before you start, connect QuickMail, 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": "Tag the QuickMail lead Booked when a meeting is scheduled",
  "trigger_type": "meeting_booked",
  "trigger_config": {},
  "action_configs": [
    {
      "action_type": "set_tag_quickmail"
    },
    {
      "action_type": "add_labels",
      "label_ids": [
        176480
      ]
    }
  ]
}'

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: "Tag the QuickMail lead Booked when a meeting is scheduled". 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 tag if the meeting is cancelled?

Yes. Build a Meeting Cancelled workflow with the Remove a QuickMail tag action.

Will the label sync back to QuickMail too?

Label sync depends on your QuickMail integration settings. The tag action works either way.

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.