24.09.2022
590

How to Connect Calendly as Data Source

How to Connect Calendly as Data Source

The integration with the Calendly event planning service will allow you to get data about new events and transfer them to other systems. For example, you can create events and post on GoogleSheets, or simply send notifications to messenger so you don't miss any events. You can also post data to the SMS or Email Distribution service. Such automation can significantly simplify your work and save time.

Let's go through the entire Calendly setup steps together!

Navigation:
1. What data can I get from Calendly?
2. How to connect your Calendly account to ApiX-Drive?
3. An example of test data.

To start setup click "Create Connection".

How to Connect Calendly as Data Source | Create connection

Select a system as the Data Source. In this case, you must specify Calendly.

How to Connect Calendly as Data Source | System selection

Next, you need to specify the action "Get EVENTS (new)".

How to Connect Calendly as Data Source | Action selection

The next step is to select a Calendly account to serve as the Data Source.

If there are no accounts connected to the system, click "Connect account".

How to Connect Calendly as Data Source | Account connection

Next, you need to enter the login from your Calendly account.

How to Connect Calendly as Data Source | Enter login

Now you need to enter the password for your Calendly account.

How to Connect Calendly as Data Source | Enter password
How to Connect Calendly as Data Source | Connect to Calendly

When the connected account is displayed in the "active accounts" list, select it for further work.

Attention! If your account is in the "inactive accounts" list, check the correctness of the specified data!

How to Connect Calendly as Data Source | Account selection

If there are no settings for the selected action, click "Continue".

How to Connect Calendly as Data Source | Settings

If necessary, you can set up a Data Filter, or click "Continue" to skip this step. 

To find out how to set up the Data Filter, follow the link: https://apix-drive.com/en/help/data-filter

How to Connect Calendly as Data Source | Data Filter

Now you can see the test data.

If the test data does not appear automatically, click "Load test data from Calendly".

If you want to change the settings - click "Edit" and you will go back one step.

If everything suits you, click "Next".

How to Connect Calendly as Data Source | Data Test
How to Connect Calendly as Data Source | Data Test

This completes the entire Data Source setup! See how easy it is!?

Now you can set up the Data Destination system.

To do this, set up it yourself or go to the help section "Data Destination", select the service you need as Data Destination, and follow the setup recommendations.

Good luck!

How to Connect Calendly as Data Source | Go to setup the Data Destination