Calendly

Updated 5 years ago

Zapier Integration

Prerequisite

You need a Zapier account first. If you don't have an account, click here to create a Zapier account.

Introduction

In this article, we will try integrating both ClickSend and Calendly. So what we want to achieve here is to send an SMS to selected contact when an attendee schedules an event in Calendly.

So, let's get started.

Instructions

Step 1:

Step 2:

Let's search and select Calendly as our trigger app. Next, check Invitee Created as our trigger action. Then click Save + Continue button.

Step 3:

Let's link your Calendly account.

Select Choose Account.

Click Connect an Account button.

Enter your API Key.

Then click Yes, Continue button and allow access.

Then click Save + Continue button.

Step 4:

Let finish up our trigger app setup.

Go back to your Zapier setup page.

Then click Fetch & Continue button.

Lastly the Continue button.

Step 5:

Ok, let's set up our Action app. Let's search and choose ClickSend.

Next select Send SMS as our action.

Then click Save + Continue button.

Step 6:

Next, let's add your ClickSend account. Click Connect an Account button.

There should be a popup saying to add or allow your Zapier and ClickSend account to be linked together.

Type in your ClickSend username and API key.

Click the Test button to check if it was successful.

Then click Save + Continue button.

Step 7:

Let's set up our SMS message.

In the To input box, use the phone number placeholder from Calendly (Make sure you get your users to enter their mobile number into one of the unused fields as there isn't a designated field for mobile).

Enter a custom generic message into the Message input box such as "Hello {{Invitee Name}}, do not forget about the event at {{event start time}} etc..."

Set the From input box as the name of your company.

Then click Continue button.