An automated workflow using zapier
Connects Calendly + OpenPhone
Send OpenPhone SMS messages for new Calendly events
About this workflow template
This automation scenario allows you to connect Calendly and OpenPhone
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.
Calendly and OpenPhone can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Calendly
Invitee Created in Calendly
Triggers when an invitee schedules an event
Then this action happens in OpenPhone
Send a Message in OpenPhone
Sends a new message via OpenPhone.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send OpenPhone SMS messages for new Calendly events.
Part I
Configure Applications
First, we need to connect Calendly and OpenPhone 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 OpenPhone to Zapier.
Give Zapier access to your OpenPhone account, using OpenPhone credentials.
Part II
Build an integration workflow
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 OpenPhone
Choose this action: Send a Message (Sends a new message via OpenPhone.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Calendly and OpenPhone.
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 OpenPhone SMS messages for new Calendly events!
Related Automation Templates
Supported triggers and actions
Invitee created
Triggers when an invitee schedules an event
triggerbyzapierpabbly-connectalbatoInvitee canceled
Triggers when an invitee cancels a scheduled event.
triggerbyzapierpabbly-connectalbatoNew event scheduled
This trigger fires when someone schedules a new Calendly event with you.
triggerbyiftttNew event
Triggers when a new event is scheduled
triggerbyautomateiopipedreamInvitee created (instant)
Invitee created (instant)
triggerbypipedreamInvitee cancelled (instant)
Invitee cancelled (instant)
triggerbypipedream
Send a message
Sends a new message via OpenPhone.
actionbyzapierCreate or update contact
Creates a contact or updates an existing contact.
actionbyzapierIncoming message received
Triggers when you receive a message.
triggerbyzapierpabbly-connectIncoming call completed
Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.
triggerbyzapierCall recording completed
Triggers when a call recording has finished.
triggerbyzapierpabbly-connectOutgoing call completed
Triggers when an outgoing call has ended.
triggerbyzapier
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