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

Learn how to delete Monday.com items automatically when a Calendly appointment is cancelled using Pabbly Connect. Follow our step-by-step guide for seamless integration! Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To delete a Monday.com item for a cancelled Calendly appointment, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage and signing in or registering for a new account. If you’re a new user, you can sign up for free and get access to 300 tasks monthly.

Once logged in, navigate to the dashboard where you can see all the applications available within Pabbly Connect. This platform will enable you to create a workflow connecting Calendly and Monday.com seamlessly.

2. Creating a Workflow in Pabbly Connect

Next, you’ll create a new workflow within Pabbly Connect. Click on the ‘Create Workflow’ button at the top right corner of your dashboard. Name your workflow something descriptive, like ‘Delete Monday.com Item for Cancelled Calendly Appointment’. You can also organize your workflows into folders for better management.

• Click on ‘Create’ after naming your workflow.
• You will see a trigger and action setup screen.

Here, you will set up your trigger application, which is Calendly, and the event type as ‘Invite Cancelled’. This setup ensures that whenever an appointment is cancelled in Calendly, it will trigger the subsequent actions in Monday.com through Pabbly Connect.

3. Connecting Calendly to Pabbly Connect

After setting up your trigger, you need to connect your Calendly account to Pabbly Connect. Click on the ‘Connect’ button, then choose ‘Add New Connection’. Make sure you are logged into your Calendly account for a smooth connection process.

Once connected, select your organization ID and the user account to proceed. Afterward, click on ‘Save and Send Test Request’ to ensure the connection is working. You will need to cancel an appointment in your Calendly account to test this connection. After cancelling, you should receive a successful response in Pabbly Connect confirming the trigger setup.

4. Setting Up Action in Monday.com Through Pabbly Connect

Now, it’s time to set up the actions in Monday.com using Pabbly Connect. Select Monday.com as your action application and the event type as ‘Search Item by Column Value’. This step allows you to find the specific item in Monday.com that corresponds to the cancelled appointment.

• Connect your Monday.com account using the API token found in your profile settings.
• Select the board and the column to search for the item.
• Map the email address from the Calendly response to search for the item.

After successfully searching for the item, you will need to add another action to delete the item from Monday.com. Choose ‘Delete Item’ as the action event, and map the Item ID you retrieved from the previous action step. This ensures that the correct item is deleted automatically through Pabbly Connect.

5. Testing Your Automation

Finally, test your automation to ensure everything works as expected. Cancel another appointment in your Calendly account, and check your Monday.com board to verify that the item has been deleted. This step is crucial to confirm that Pabbly Connect is functioning correctly and that your workflow is set up properly.

If the item has been successfully removed, your automation is complete! This integration allows you to manage your appointments efficiently, ensuring that your Monday.com items are always up-to-date.

Conclusion

In this tutorial, we explored how to delete a Monday.com item for a cancelled Calendly appointment using Pabbly Connect. By following these steps, you can automate your workflow and manage your appointments with ease. This integration streamlines your process and keeps your data synchronized across platforms.