Learn how to integrate Automation with URL Using Pabbly Connect, including detailed steps for handling bookings with Calendly and The UU ID. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Automation for Cancellations

The integration of Automation with URL is essential for managing bookings effectively. In this section, we will set up an automation workflow that cancels a booking automatically when specific conditions are met. This process is seamless and does not require any coding.

To begin, log in to your Pabbly Connect account. From the dashboard, click on the ‘Create Workflow’ button. Here, you can name your workflow appropriately and proceed by clicking the ‘Create’ button. This opens the workflow page where you can configure your trigger and action modules.

2. Trigger Setup with Calendly for Appointments

In this section, we will set up the trigger using Calendly to capture new appointments. Select Calendly as your trigger application and choose the event ‘New Invite Created’. This event will initiate the workflow whenever a new booking is made.

  • Click the ‘Connect’ button to establish a connection with your Calendly account.
  • If prompted, log into your Calendly account to complete the connection.
  • Once connected, click on the ‘Save and Send Test Request’ button to test the trigger.

After the test, you will see the response data from Calendly, which includes the appointment details. This data will be used to determine if the booking should be canceled based on the user’s response to a specific question.

3. Applying Conditions to Cancel Bookings

Now that we have the trigger set up, we need to apply conditions to determine when a booking should be canceled. This is where the UU ID comes into play. We will check if the answer to a specific question indicates that the booking should be canceled.

  • Select the ‘Filter’ option in the action module to apply your condition.
  • Set the filter type to ‘Equals’ and input ‘No’ as the value for the response.
  • Click the ‘Save and Send Test Request’ button to validate the condition.

If the condition is met, the workflow will proceed to cancel the booking. If not, the booking remains unchanged. This ensures that only the appropriate bookings are canceled based on user responses.

4. Canceling the Booking Using Pabbly Connect

To cancel the booking, we will use the Make integration. Add a new action step and select Calendly again, this time choosing the ‘Cancel Event’ action. This action will handle the cancellation process automatically.

When prompted, select your existing connection to Calendly. You will then need to provide the event’s unique identifier, or The UU ID. Retrieve this ID from the trigger response, which contains the resource event URL. Use the text formatting feature to extract the UU ID from the URL.

5. Finalizing the Automation Workflow

After setting up the cancellation action, ensure that you map the extracted The UU ID correctly in the event ID field. This mapping is crucial for the cancellation to work seamlessly.

Once everything is set up, click on ‘Save and Send Test Request’ to finalize the workflow. You should see a confirmation that the booking has been canceled successfully. Refresh your Calendly events page to verify that the booking is no longer listed.

This automation will now run automatically whenever a new booking is made, ensuring that cancellations are handled efficiently based on user responses.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

Thanks for following along with this tutorial! Remember to subscribe to the channel for more helpful content like this.

If you found this guide useful, please consider giving it a thumbs up and sharing it with others who might benefit from it.

In conclusion, integrating Automation with URL and using tools like Calendly and Make simplifies the management of online bookings. By setting up conditions and automating the cancellation process, you can save time and reduce manual effort in your business operations.