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📩 Send Instant SMS Alerts for New Appointment Bookings in Calendly

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating SMS alerts for Calendly appointments, first access Pabbly Connect. Open a new tab and navigate to the Pabbly Connect homepage at pabbly.com/connect.

On the homepage, you will see options to either sign in or sign up. If you’re a new user, click on “Sign Up Free” to create an account. This allows you to explore Pabbly Connect with 100 free tasks monthly, enabling you to set up your automation without any cost.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your SMS alert automation using Pabbly Connect. After signing in, navigate to the workflow page. Here, click on the “Add Trigger” option.

Select “Calendly” as your trigger app.
Choose the event “Invite Created”.
Click on “Connect” to establish a connection with your Calendly account.

Once connected, select the organization you want to use and click on “Save and Send Test Request”. This action will initiate the workflow, waiting for a webhook response from Calendly when a new appointment is made.

3. Testing the Appointment Booking

After setting up the trigger, it’s time to test the workflow using Pabbly Connect. Go to your Calendly account and create a new appointment. Enter the necessary details like name and email, then schedule the event.

Once the appointment is scheduled, return to Pabbly Connect. You should see a response indicating that the appointment data has been captured successfully. This confirms that your trigger is working correctly and is ready to send SMS alerts.

4. Formatting Date and Time for SMS

Next, you will format the date and time using the Date Time Formatter tool in Pabbly Connect. Add a new action step and select “Date Time Formatter” as your action app.

Choose the event “Format Date with Time Zone”.
Map the date from the previous step’s response.
Select the appropriate time zones for conversion.

After formatting the date, save the request. This will ensure the date and time are correctly displayed in the SMS alert.

5. Sending SMS Alert via Twilio

The final step involves sending the SMS alert using Twilio through Pabbly Connect. Add another action step and select “Twilio” as your app.

Connect to your Twilio account by entering your Account SID and Auth Token. Then, enter the SMS body, mapping the formatted date and time from the previous steps. Finally, input your Twilio phone number as the sender and the recipient’s phone number.

Click on “Save and Send Test Request” to send the SMS. Once confirmed, you will receive a personalized SMS alert about the appointment, demonstrating that your integration is successful.

Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate SMS alerts for Calendly appointments. By following the steps outlined, you can streamline your appointment notifications efficiently.