How to Connect Calendly as Data Destination
The integration will allow you to undo entries or make notes about Calendly participants based on data from other systems. For example, you can transfer events for cancellations from your website, landing page, or Google Sheets to Calendly and plan everything in one place. This will allow you to automate workflows efficiently and save you a lot of time.
Let's go through the entire Calendly setup steps together!
Navigation:
1. What will integration with Calendly do?
2. How to connect your Calendly account to ApiX-Drive?
3. How to set up data transfer in Calendly in the selected action?
4. An example of the data will be sent to your Calendly.
5. Auto-update and update interval.
Once you've set up a Data Source system, such as Google Sheets, you can set up Calendly as a Data Destination.
To do this, click "Start configuring Data Destination".
Select the system as Data Destination. In this case, you must specify Calendly.
Next, you need to specify an action, for example, "Cancel EVENT."
- Cancel EVENT - the registration for the event will be canceled in your Calendly account.
- Mark as ABSENT - the member will be marked as not present in your Calendly account.
The next step is to select the Calendly account from which will get the data.
If there are no accounts connected to the system, click "Connect account".
Next, you need to enter the login from your Calendly account.
Now you need to enter the password for your Calendly account.
When the connected account is displayed in the "active accounts" list, select it for further work.
Attention! If your account is in the "inactive accounts" list, check your access to this login!
Now you need to specify a variable with the ID of the event, the registration for which will be canceled. Also, you can specify the reason for canceling the recording.
In order to add a variable, click on the field to which you need to transfer data and select the desired variable from the drop-down list. If necessary, you can write the data manually.
Now you see the test data that will get to Calendly.
To check the correctness of the settings - click "Send test data to Calendly" and go to your Calendly to check the result.
If something does not suit you - click "Edit" and go back one step.
If everything suits you, click "Next" to continue the setup.
This completes the Data Destination system setup!
Now you can start choosing the update interval and enabling auto-update.
To do this, click "Enable update".
On the main screen, click on the gear icon to select the required update interval or setup scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update will be started, or add several options at once when you need the connection will be started.
Attention! In order for the scheduled launch to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.
To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.
To enable auto-update, switch the slider to the position as shown in the picture.
To perform a one-time data transfer, click on the arrow icon.
This completes the setup of Calendly as a Data Destination! See how easy it is!?
Now don't worry, ApiX-Drive will do everything on its own!