Calendly

Set up smart meeting scheduling and management.

What you'll need

• Admin access to Calendly

• Access to Connectors in the Automate Work section in your MessageBird workspace

Step-by-step

1. Click on your name in the bottom left-hand side of your screen, then click Integrations.

2. Click Calendly.

3. Click Install Calendly in the top right-hand corner.

4. Enter the connector name and click Log in.

Next steps

Visit the “Health” tab to assess the connector’s health.

• Data capture: This handles incoming data and events, often via webhooks. When not healthy, it typically means issues with setting up the connector's webhook endpoint.

Use Calendly

Once you've successfully installed the Calendly app, you can incorporate its functionalities in various areas of the platform:

Flows:

• Purpose: Incorporate Calendly triggers and actions in Flows to automate business processes, such as check for availability or creating an event.

• How to access:

  • Proceed to Flows located under Automate Work.

  • Initiate a new flow or modify an existing one.

  • For invoking a flow using Calendly triggers, set the Trigger to "Connector", the Connector to "Calendly", and then pick the relevant Calendly app (if you have multiple installations).

  • Here, you can opt for any of the various triggers that the Calendly connector supports.

  • Additionally, to integrate Calendly actions into your flows, select Calendly from the "Connector actions" dropdown.