Top 15 Calendly Automations Using Pabbly Connect: A Complete Guide

Learn how to automate your Calendly events with Pabbly Connect in this detailed tutorial, featuring step-by-step instructions and integration tips. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Sending SMS Notifications for New Calendly Invites Using Pabbly Connect

In this section, we will learn how to send SMS notifications for new invites created in Calendly using Pabbly Connect. This automation ensures that whenever a user books an appointment, they receive an SMS confirmation instantly.

To set this up, start by logging into your Pabbly Connect account and create a new workflow. Choose Calendly as your trigger app and select ‘Invite Created’ as the trigger event. Connect your Calendly account to Pabbly Connect by providing the necessary authentication details. After this, you will need to select your SMS service provider as the action app.

2. Sending WhatsApp Messages for Scheduled Calendly Events Using Pabbly Connect

Next, we will set up automation to send WhatsApp messages for scheduled events. This allows you to communicate important details to invitees via WhatsApp after they book an appointment through Calendly.

To do this, create another workflow in Pabbly Connect and select Calendly as the trigger app with ‘Invite Created’ as the trigger event. Connect your Calendly account. For the action app, select your WhatsApp messaging service. Map the necessary fields, such as the invitee’s phone number and event details, to ensure they receive a personalized message.

• Select Calendly as the trigger app.
• Choose ‘Invite Created’ as the trigger event.
• Connect your WhatsApp messaging service for action.

Once everything is mapped correctly, test the workflow to ensure messages are sent as expected.

3. Adding Calendly Appointment Details to Google Sheets Using Pabbly Connect

In this section, we will automate the process of adding appointment details from Calendly to Google Sheets. This integration helps maintain a record of all appointments in a structured format.

To set this up, create a new workflow in Pabbly Connect and set Calendly as the trigger app with the ‘Invite Created’ event. Connect your Calendly account and select Google Sheets as the action app. Map the relevant fields such as invitee name, email, and appointment time to the corresponding columns in your Google Sheets.

• Choose Google Sheets as the action app.
• Map invitee details to the appropriate columns.
• Test to ensure data is added correctly.

After testing, you will see all new appointments automatically logged in your Google Sheets.

4. Posting Canceled Calendly Events to Slack Using Pabbly Connect

In this section, we will automate the posting of canceled events from Calendly to a Slack channel. This helps keep your team informed about any changes in scheduled appointments.

To achieve this, create a new workflow in Pabbly Connect and set the trigger app as Calendly with the ‘Invite Canceled’ event. Connect your Calendly account and select Slack as the action app. Map the necessary fields, such as the event name and cancellation reason, to the message that will be sent to the Slack channel.

Select Slack as the action app. Map the cancellation details to the message format. Test to confirm messages are sent to Slack.

With this setup, your team will receive instant notifications about canceled events.

5. Creating Asana Tasks from Calendly Invites Using Pabbly Connect

Lastly, we will automate the creation of tasks in Asana for each new invite created in Calendly. This ensures that all tasks related to appointments are tracked efficiently.

To set this up, create a new workflow in Pabbly Connect and set the trigger app as Calendly with the ‘Invite Created’ event. Connect your Calendly account and select Asana as the action app. Map the invitee details to create a task in Asana, including the task name, due date, and any relevant notes.

Choose Asana as the action app. Map the invitee details to the task fields. Test to ensure tasks are created in Asana.

After testing, you will have a seamless flow of creating tasks in Asana for every new appointment booked in Calendly.

Conclusion

In this tutorial, we covered how to use Pabbly Connect to automate various processes related to Calendly, including sending SMS notifications, WhatsApp messages, adding appointments to Google Sheets, posting cancellations to Slack, and creating tasks in Asana. With Pabbly Connect, you can streamline your workflows and enhance productivity by automating repetitive tasks.