How to Automatically Add Calendly Event Details to Google Docs Using Pabbly Connect

Learn how to automate adding Calendly event details to Google Docs using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate adding Calendly appointment details to Google Docs, you need to use Pabbly Connect. First, visit the Pabbly Connect website and sign up for a free account. This platform provides you with free automation tasks each month, enabling you to test and set up your automations efficiently.

After signing up, log into your Pabbly Connect account. You will be directed to the dashboard, where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow something like ‘Calendly Appointment Details to Google Docs’. This sets up the foundation for your automation.

2. Setting Up the Trigger with Calendly

Next, you need to set up the trigger in Pabbly Connect, which will initiate the automation process. In this case, the trigger event is when a new appointment is created in Calendly. Select Calendly as the trigger application. using Pabbly Connect

• Choose ‘Invite Created’ as the trigger event.
• Click on the ‘Connect’ button to establish a connection with Calendly.
• If prompted, log into your Calendly account to authorize the connection.

Once connected, click on ‘Save and Send Test Request’. This will allow you to test the trigger and ensure that Pabbly Connect is receiving the data from Calendly correctly.

3. Creating the Document in Google Docs

Now that you have set up the trigger, the next step is to create a document in Google Docs using the appointment details received from Calendly. In Pabbly Connect, add a new action step and select Google Docs as the application. using Pabbly Connect

Choose the action event ‘Create Document from Template’. Click the ‘Connect’ button and sign in to your Google account where you have your document template stored. Make sure you have a template ready in Google Docs with placeholders for customer name, email, phone number, and appointment details.

• Select the template document you created earlier.
• Map the fields from the Calendly trigger to the placeholders in your template.
• Specify the location in Google Drive where the new document will be saved.

By mapping these fields, you ensure that the document is populated with the relevant appointment details automatically.

4. Formatting Date and Time Using Pabbly Connect

In this step, you will format the date and time received from Calendly to ensure it appears correctly in your Google Docs document. Insert another action step in Pabbly Connect and select the ‘DateTime Formatter’ feature. using Pabbly Connect

Choose the action event ‘Format Date with Time Zone’. Map the date received from the Calendly trigger to this step. Specify the current format of the date and the desired output format to ensure it aligns with your document’s requirements.

Select your time zone to ensure the date and time are accurate. Click ‘Save and Send Test Request’ to validate the formatting.

After formatting the date, refresh the Google Docs connection in Pabbly Connect to pull in the newly formatted date for mapping in your document.

5. Finalizing the Automation and Testing

Once all steps are set up, finalize your automation by testing it to ensure everything works seamlessly. Click on ‘Save and Send Test Request’ in the Google Docs action step to create a new document based on the template. using Pabbly Connect

Check your Google Drive to verify that the new document has been created with the correct details from the Calendly appointment. You should see the placeholders replaced with actual data from the booking.

Ensure that the document is named appropriately, possibly using the phone number or name for easy identification. Confirm that all mapped fields display the correct information.

With this setup, every time a new appointment is booked in Calendly, a new document will be created in Google Docs automatically, saving you time and effort.

Conclusion

By utilizing Pabbly Connect, you can automate the process of adding Calendly appointment details to Google Docs effortlessly. This integration not only saves time but also ensures accuracy in your documentation. Follow the steps outlined above to set up your automation and enjoy a more efficient workflow.