This automation scenario allows you to connect Calendly and ManyChat
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 ManyChat can also be integrated using automation tools other than zapier:
When this trigger fires in Calendly
Triggers when an invitee schedules an event
Then these actions happen in ManyChat
Finds a user by name.
Adds or updates a custom field value for a user.
This guide contains information on how to set up an automatic workflow that allows to Set ManyChat custom fields for invitee created events in Calendly.
Part I
First, we need to connect Calendly and ManyChat 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 ManyChat to Zapier.
Give Zapier access to your ManyChat account, using ManyChat 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 ManyChat
Choose this action: Find User by Name (Finds a user by name.).
Then set up another Action for ManyChat
Choose this action: Set Custom Field (Adds or updates a custom field value for a user.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Calendly and ManyChat.
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 Set ManyChat custom fields for invitee created events in Calendly!
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)
Subscribes existing ManyChat Subscriber to a Sequence. Subscribers can't be added via Zapier.
Adds a tag to a user.
Sends a message to a user.
Adds or updates a custom field value for a user.
Finds a user by name.
Sends a content to a user.
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