Automate Slack Notifications for New Calendly Appointments with Pabbly Connect

Learn how to automate Slack notifications for new Calendly appointments using Pabbly Connect. Step-by-step guide for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Calendly and Slack Integration

To automate Slack notifications for new Calendly invites, start by accessing Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly. Begin by signing up for a free account on the Pabbly Connect dashboard.

Once you are logged in, click on ‘Create Workflow’ and give your workflow a name, such as ‘Calendly to Slack.’ After naming your workflow, click on ‘Create’ to proceed. This action opens a new workflow interface with two main sections: the trigger window and the action window.

2. Configuring the Trigger Event in Pabbly Connect

In the trigger window, select Calendly as the application. For the trigger event, choose ‘Invitee Created’ from the dropdown menu. This setup allows Pabbly Connect to capture new appointments made through Calendly.

• Search for ‘Calendly’ in the app selection.
• Select ‘Invitee Created’ as the trigger event.
• Connect your Calendly account by clicking on ‘Connect with Calendly’.

After connecting your Calendly account, ensure you select the correct organization and user from the provided fields. Once done, click on ‘Save and Send Test Request’ to test the connection. Pabbly Connect will wait for a response from Calendly, indicating that the integration is set up correctly.

3. Booking a Test Appointment to Trigger Slack Notification

Now that you have configured the trigger, it’s time to book a test appointment. Go to your Calendly account and select an event to book. Enter the required details, such as the date and time, and fill in the name and email address of the invitee.

Once you confirm the appointment, return to Pabbly Connect. You should see that the system has received the response from Calendly, displaying all the details of the new appointment, including the time, email, and any messages entered during booking.

4. Adding a Filter Condition for Specific Events

Next, you will want to filter the appointments to send notifications only for specific events. Scroll down to the action window and select the ‘Filter’ app in Pabbly Connect. Set the filter condition to ensure that only relevant events trigger Slack messages.

• Choose the label as ‘Resource Name’ from the dropdown.
• Set the filter type to ‘Equals’.
• Enter the exact event name you wish to track.

By clicking on ‘Save and Send Test Request,’ you can verify that the filter is working correctly. This step ensures that notifications are only sent for the specified events, allowing for more organized communication in your Slack channels.

5. Sending the Slack Message with Appointment Details

Finally, set up the action to send a message in Slack. In the action window, select Slack as the app and choose ‘Send Channel Message’ as the action event. Connect your Slack account by clicking ‘Connect with Slack’ and follow the prompts to authorize the connection. using Pabbly Connect

In the message field, create a personalized message that includes the name and email of the invitee. You can map these fields from the response received from Calendly. After configuring the message, click on ‘Save and Send Test Request’ to send a test message to your designated Slack channel.

Conclusion

In this tutorial, you learned how to use Pabbly Connect to automate Slack notifications for new Calendly appointments. By following each step, you can ensure that your team stays informed about new bookings effortlessly. This integration streamlines communication and enhances workflow efficiency.