An automated workflow using zapier
Connects Calendly + Gmail
Send emails via Gmail for new scheduled Calendly events
About this workflow template
This automation scenario allows you to connect Calendly and Gmail
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 Gmail 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 Gmail
Send Email in Gmail
Create and send a new email message.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send emails via Gmail for new scheduled Calendly events.
Part I
Configure Applications
First, we need to connect Calendly and Gmail 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 Gmail to Zapier.
Give Zapier access to your Gmail account, using Gmail 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 Gmail
Choose this action: Send Email (Create and send a new email message.).
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 Gmail.
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 emails via Gmail for new scheduled Calendly events!
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Create a scheduling link
Creates a scheduling link.
actionbyintegromatGet an event
Returns information about an event.
actionbyintegromatGet an event invitee
Returns information about an invitee.
actionbyintegromatGet an event type
Returns information about an event type.
actionbyintegromatGet an organization membership
Returns information about a user's Organization Membership.
actionbyintegromatInvite a user to organization
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