How to Delete Monday.com Item for Cancelled Calendly Appointment Using Pabbly Connect

Learn how to automatically delete Monday.com items for cancelled Calendly appointments using Pabbly Connect with this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Integration

In this tutorial, you will learn how to use Pabbly Connect to delete a Monday.com item when a Calendly appointment is cancelled. This integration automates your workflow, ensuring that your Monday.com items reflect the current status of appointments.

To start, access Pabbly Connect by visiting its homepage. You can sign up for a free account or log in if you’re an existing user. Once logged in, you will be ready to create a workflow that connects Calendly and Monday.com.

2. Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of your dashboard. You will need to name your workflow, such as ‘Delete Monday.com Item for Cancelled Calendly Appointment.’ After naming, select a folder to save your workflow.

• Click on the ‘Create’ button to finalize your workflow setup.
• You will see two sections: Trigger and Action, which are essential for automation.

With your workflow created, you can now set up the trigger and action for your integration. This involves selecting Calendly as your trigger application and Monday.com as your action application.

3. Setting Up the Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, select Calendly as your trigger application and choose ‘Invite Cancelled’ as the trigger event. Click on ‘Connect’ to link your Calendly account with Pabbly Connect.

Make sure you are logged into your Calendly account for a smooth connection. After establishing the connection, select your organization ID and user. Once done, click on ‘Save and Send Test Request’ to test the trigger.

• Cancel an appointment in your Calendly account to generate a test response.
• Check Pabbly Connect for the successful response which includes details like resource email and name.

This step confirms that your trigger is set up correctly and ready for the next action.

4. Setting Up the Action in Pabbly Connect

Next, you will set up the action in Pabbly Connect. Select Monday.com as the action application and choose ‘Search Item by Column Value’ as the action event. Connect your Monday.com account by clicking on ‘Connect’ and follow the instructions to enter your API token.

Once connected, select the board you created in Monday.com for this integration. Choose the column that contains the email address for searching the item. Map the email address from the Calendly response to dynamically link the two applications.

Set the limit for the search to 1 to find the specific item. Click on ‘Save and Send Test Request’ to verify the search action.

After successfully receiving a response, you can proceed to set up the next action step to delete the identified item.

5. Deleting the Item in Pabbly Connect

The final step involves deleting the item from Monday.com using Pabbly Connect. Again, select Monday.com as the action application and choose ‘Delete Item’ as the action event. Use the existing connection to link your account.

For the board ID, select the same board as before and map the Item ID from the previous action step response. This ensures that the correct item is deleted based on the cancelled appointment.

Click ‘Save and Send Test Request’ to execute the deletion. Check your Monday.com account to confirm the item has been successfully deleted.

With this, your automation is complete, and you can test it by cancelling another appointment in Calendly to see if the item is removed from Monday.com.

Conclusion

This tutorial has guided you through using Pabbly Connect to delete a Monday.com item when a Calendly appointment is cancelled. By automating this process, you can maintain accurate records in your Monday.com account effortlessly.