Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To begin, access Pabbly Connect by navigating to the URL pabbly.com/connect. This platform serves as the central hub for integrating various applications, including Calendly and Discord. If you are a new user, you can sign up for a free account, which provides 100 free tasks every month to explore the features.

Once you’ve signed in, you will be directed to the dashboard page. Here, you can create a new workflow by clicking on the “Create Workflow” button. This is the first step in setting up the integration between Calendly and Discord using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to connect Calendly with Discord using Pabbly Connect. Select the “Quick Builder” option to simplify the process. Here, you will provide a prompt to the AI to set up the integration automatically. Enter the prompt: “Want to integrate Calendly and Discord”.

  • Select the trigger event from Calendly as “Invitee Created”.
  • Choose the action event for Discord as “Send Channel Message (Markdown)”.
  • Click “Approve” to finalize your selections.

After setting up the trigger and action, you will see both applications integrated on the workflow page. This step is crucial as it establishes the connection between Calendly and Discord through Pabbly Connect.

3. Setting Up Calendly Connection in Pabbly Connect

Now, let’s proceed to set up the Calendly connection. Click on the “Connect” button next to Calendly. If you have an existing connection, you can select it; otherwise, click on “Add New Connection”. This will allow you to connect your Calendly account with Pabbly Connect.

Once connected, you will need to select your organization from the dropdown menu. If you have multiple organizations, choose the appropriate one. Then, select the user associated with that organization. Finally, click on “Save and Send Test Request” to establish the connection and wait for the webhook response.

At this point, you’ll see a status change indicating that Pabbly Connect is waiting for a response from Calendly. This confirms that the integration setup is correctly configured and ready for testing.

4. Booking an Event to Test the Integration

Next, let’s test the integration by booking an event on Calendly. Go to your event booking page and schedule an appointment. Fill in the required details such as name, email, and phone number, then click on “Schedule Event”. This action will trigger the integration setup in Pabbly Connect.

After scheduling the event, switch to your Pabbly Connect dashboard to check if the booking details are received. You should see a response that includes all the fields from your Calendly booking, confirming that the integration is functioning as expected.

  • Verify that the email address and booking details are displayed correctly.
  • Check the timing of the event to ensure it matches the scheduled time.

This successful booking indicates that Pabbly Connect is effectively capturing the event data from Calendly and preparing it for notification in Discord.

5. Sending Notifications to Discord

Finally, we will set up the notification to be sent to Discord. Go back to your workflow in Pabbly Connect and select the Discord action. Click on “Connect” to set up the webhook URL. You will need to create a new webhook in your Discord channel for this integration.

After creating the webhook, copy the URL and paste it into Pabbly Connect. In the message field, format the notification message that will be sent to your Discord channel. Map the relevant fields from the Calendly response, such as name, email, meeting date, and time, to ensure the message is dynamic and updates with each new booking.

Once everything is set up, click on “Save and Send Test Request”. You should receive a confirmation that the message was sent successfully. Check your Discord channel to see the notification, confirming that the integration is complete and working seamlessly with Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to integrate Calendly with Discord using Pabbly Connect. By following these steps, you can automate notifications for new bookings, ensuring your team stays informed in real-time. Start using Pabbly Connect today to streamline your workflow and enhance communication.