This automation scenario allows you to connect Calendly and Zoom
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 Zoom 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 Zoom
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
This guide contains information on how to set up an automatic workflow that allows to Create Zoom meetings for new Calendly events.
Part I
First, we need to connect Calendly and Zoom 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 Zoom to Zapier.
Give Zapier access to your Zoom account, using Zoom 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 Zoom
Choose this action: Create Meeting (Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Calendly and Zoom.
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 Create Zoom meetings for new Calendly events!
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)
Creates a new webinar registrant.
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
Creates a new meeting registrant.
This action will create a new meeting.
Adds a new meeting registrant.
Add webinar registrant
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