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.
๐ก Note: Visit our Automation Guide to learn more.
Actions & Triggers
Here are the triggers & actions you can use in your workflows:
| Any Event Scheduled | This trigger activates when a new event is scheduled in Calendly. |
|---|---|
| Event Scheduled for an Event Type | This trigger activates when a specific event type is scheduled. |
| Event Canceled | This trigger activates when an event is canceled in Calendly. |
Automation Settings
Connector options give you full control over the Calendly automation:
Trigger: Event Scheduled for an Event Type
| ๐ท๏ธ Field | ๐ค Description |
|---|---|
| Event Type | Choose the type of event you want the automation to monitor. |
Trigger: Any Event Scheduled
| ๐ท๏ธ Field | ๐ค Description |
|---|---|
| Scope | Select the scope for which the trigger should monitor. This could be organization-wide or limited to an individual user. |
Trigger: Event Canceled
| ๐ท๏ธ Field | ๐ค Description |
|---|---|
| Scope | Select the scope for which the trigger should monitor. This could be organization-wide or limited to an individual user. |
Reference Q&A Data
You can reference Q&A responses collected during Calendly bookings. This means any information your invitees provide when scheduling โ such as their names, company, or answers to custom questions โ can be passed on to subsequent steps.
For example, you can:
- โ Automatically populate tasks or documents with booking responses.
- โ Feed attendee info into your CRM or Google Sheets.
- โ Use Q&A fields as variables in AI-generated summaries or structured outputs.
Use Cases
Not sure how to make the most of the Calendly integration? Here are a few ideas:
| ๐ช Use Case | โฉ Action Flow |
|---|---|
| Auto-create tasks for new bookings | โ
Trigger: Any Event Scheduled โก๏ธ Action: Create Project (e.g. โClient โ [Name] Callโ) โก๏ธ Action: Add Task with event details โก๏ธ Action: Assign Task to team lead |
| Slack alert for VIP event types | โ
Trigger: Event Scheduled (e.g. โInvestor Callโ) โก๏ธ Action: Send Channel Message in Slack โก๏ธ Action: Add Task in Taskade to prep for call |
| Prep checklist from Calendly bookings with AI support | โ
Trigger: Event Scheduled for an Event Type โก๏ธ Action: Create Project From Template (โMeeting Prepโ) โก๏ธ Action: Assign Task to host โก๏ธ Action: Add Knowledge to Agent (meeting agenda link) |
| Sync bookings to CRM and notify via Gmail | โ
Trigger: Any Event Scheduled โก๏ธ Action: Create Contact in HubSpot โก๏ธ Action: Send Email via Gmail โก๏ธ Action: Add Task for follow-up |
| Cancel follow-ups if Calendly meeting is canceled | โ
Trigger: Event Canceled โก๏ธ Action: Find Task(s) including "follow-up" keyword โก๏ธ Action: Mark Task as Completed โก๏ธ Action: Send Direct Message in Slack to notify rep |
| Weekly event summary report | โ
Trigger: Schedule (Fridays at 3 PM) โก๏ธ Action: Find Row(s) in Google Sheets with events โก๏ธ Action: Transform Array to String โก๏ธ Action: Ask Agent With Structured Output โก๏ธ Action: Send Email via Gmail |
Use this integration as an AI agent tool โ see Tools for AI Agents.
Available Capabilities
| Type | Capability | Description |
|---|---|---|
| โก Trigger | Invitee Created | Fires when invitee created event occurs |
| โก Trigger | Invitee Canceled | Fires when invitee canceled event occurs |
| โก Trigger | Invitee Created for Event Type | Fires when invitee created for event type event occurs |