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Calendly Integration

Use the Calendly integration to manage appointments and calendar tasks.

Updated over a week ago

Overview

The Calendly integration allows you to streamline your scheduling and task management by seamlessly linking your calendar events with tasks and projects.


Build Calendly Automations

Calendly automation streamlines the process of scheduling and managing appointments. Keep your schedule organized and optimize your time management without the need for manual input once events are set up.

πŸ’‘ Note: Visit our Automation Guide to learn more.


Calendly Triggers & Actions

Here are the triggers & actions you can use in your workflows:

(TRIGGER) Event Canceled

This trigger activates when an event is canceled in Calendly.

(ACTION) Event Scheduled

This trigger activates when a new event is scheduled in Calendly.


Calendly Automation Settings

Connector options give you full control over the Calendly automation:

Trigger: Event Canceled

🏷️ Field

πŸ”€ Description

ACCOUNT

Connect your Calendly account. This step is required to integrate Calendly events.

CHANNEL

Select the scope for which the trigger should listen. This could be organization-wide or limited to individual user.

Action: Event Scheduled

🏷️ Field

πŸ”€ Description

CHANNEL

Select the scope for which the trigger should listen. This could be organization-wide or limited to individual user.


Calendly Automation Use Cases

Not sure how to use the Calendly connector? Here are a few ideas:

πŸͺ„ Use Case

πŸ”€ Description

Create task from Calendly event and notify team via Slack

Automatically create a new task in Taskade whenever a new event is scheduled in Calendly and notify the team via Slack.

Update Google Sheets from Calendly events and create review tasks

Insert a new row in Google Sheets for each Calendly event and create review tasks in Taskade.

Send email reminder for upcoming events and track responses

Send email reminders via Gmail for upcoming Calendly events and create tasks in Taskade to track responses.

Notify team of canceled events via Twilio SMS

Send SMS notifications via Twilio to the team whenever an event is canceled in Calendly and create follow-up tasks in Taskade.

Create follow-up tasks for scheduled events and update Google Sheets

Create follow-up tasks in Taskade for scheduled events in Calendly and update Google Sheets with event details.

Generate reports from event data in Calendly and Google Sheets

Create tasks in Taskade to generate reports from event data collected in Calendly and update Google Sheets.


😊 Helpful Links

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