This automation scenario allows you to connect Calendly and Avochato
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Calendly and Avochato can also be integrated using automation tools other than zapier:
When this trigger fires in Calendly
Triggers when an invitee schedules an event
Then this action happens in Avochato
Sends a text message to a specified phone number.
This guide contains information on how to set up an automatic workflow that allows to Send confirmation text messages to new Calendly attendees.
Part I
First, we need to connect Calendly and Avochato to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Calendly to Zapier.
Give Zapier access to your Calendly account, using Calendly credentials.
Connect Avochato to Zapier.
Give Zapier access to your Avochato account, using Avochato credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Calendly
Choose the following trigger: Invitee Created (Triggers when an invitee schedules an event).
Then set up an Action for Avochato
Choose this action: Send Text Message (Sends a text message to a specified phone number.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Calendly and Avochato.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send confirmation text messages to new Calendly attendees!
Triggers when an invitee schedules an event
Triggers when an invitee cancels a scheduled event.
This trigger fires when someone schedules a new Calendly event with you.
Triggers when a new event is scheduled
Invitee created (instant)
Invitee cancelled (instant)
Sends a text message to a specified phone number.
Creates a new contact or updates an existing contact if it already exists.
Sends a text message to a specified phone number.
Creates a new contact or updates an existing contact if it already exists.
Creates a new Contact.Optionally adds any provided tags to the Contact.
Adds a sales event to a contact's most recent conversation.
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