Integrate Calendly with Circle.so Using Pabbly Connect for Invitation Approval

Learn how to use Pabbly Connect to automate adding Calendly invitees to your Circle.so community upon invitation approval. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Calendly with Circle.so, the first step is to access Pabbly Connect. Visit the Pabbly Connect website by typing Pabbly.com/connect in your browser. This platform will allow you to create automated workflows between your applications.

Once on the Pabbly Connect page, you will see options to sign in or sign up. If you don’t have an account, signing up is free and provides you with 100 free tasks each month to explore the integration capabilities of Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

After signing into your Pabbly Connect account, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something relevant, like ‘Calendly to Circle’. This name helps identify the integration you are setting up.

In the workflow setup, you will see two sections: Trigger and Action. The Trigger section is where you define what starts the workflow. For this integration, select Calendly as the trigger app and choose the event ‘Invite Created’. Then, connect your Calendly account by entering your API key from your Calendly account settings.

3. Connecting Calendly to Pabbly Connect

To successfully connect Calendly to Pabbly Connect, you need to retrieve your API key. Log into your Calendly account, go to the integrations section, and find the API key. Copy this key and paste it into Pabbly Connect to establish the connection.

Once connected, save your settings and send a test request. This step ensures that the integration is working correctly. At this point, you should schedule an appointment in Calendly to test if the invite details are captured in Pabbly Connect.

• Log into your Calendly account.
• Navigate to integrations and find your API key.
• Copy the API key and paste it in Pabbly Connect.

After scheduling an appointment, you will see the invite details appear in your Pabbly Connect dashboard, confirming that the connection is successful.

4. Inviting Members to Circle.so Community

Next, you will set up the action in your workflow to invite the new Calendly invitee to your Circle.so community using Pabbly Connect. In the Action section, choose Circle as the action app and select ‘Invite Member’. This step allows you to send an invitation to the new member.

To connect Circle to Pabbly Connect, you need to provide your Circle account details, including the API token and host. You can find these in your Circle account settings. Copy the necessary details and paste them into the corresponding fields in Pabbly Connect.

• Enter your Circle host URL.
• Input your API token created in Circle settings.
• Map the invitee’s email and name from the Calendly data.

After filling in the required information, save and send a test request. This will add the invitee to your Circle community, ensuring they receive an invitation via email.

5. Invitation Approval Process

Once the invitee receives the email invitation, they must accept it to complete the process. This step is crucial as it allows the invitee to join your Circle community. Using Pabbly Connect, the entire process is automated, making it seamless for both you and the invitee.

When the invitee accepts the invitation, their account is automatically created in Circle, and they are added to the community without any manual effort from your side. This automation saves time and enhances user experience, especially for businesses that rely on appointments.

In summary, this integration using Pabbly Connect ensures that every time a new appointment is scheduled in Calendly, the invitee is automatically invited to your Circle community, streamlining the invitation approval process.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Calendly and Circle.so for automatic invitation approval. This workflow simplifies managing appointments and community invitations, enhancing efficiency for your business.