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Have you ever thought it would be convenient if there was a feature that notified you every time a schedule was registered while using Calendly for schedule management?
In this article, we introduce a method to automatically notify Chatwork of schedules registered in Calendly without the need for programming. With automatic notifications, you can check your schedule without interrupting your work progress, allowing you to proceed efficiently. Be sure to master this method to achieve efficiency.
This automation is recommended for the following people!
・Representatives of companies using Calendly and Chatwork
・Those who want to enhance schedule management with notification features
・Those who want to reduce the hassle of sharing schedules within the team
・Project managers who want to eliminate scheduling and meeting coordination errors and facilitate smooth work progress
・Business improvement representatives who want to reduce human errors and improve business productivity
When a schedule is registered in Calendly, a notification is instantly sent to Chatwork. This ensures that you do not miss important schedule-related information and can manage your work progress smoothly.
For example, by utilizing the notification feature to prevent overlapping meetings or appointments, you can avoid missing important schedules. Additionally, the overview of the registered schedule is displayed in the notification content, allowing you to always grasp the latest information. By predicting future tasks based on the notified schedule content, smooth work progress can be expected.
By using the notification feature, you can quickly respond not only to individual schedules but also to the entire team's schedule. Notifications sent to all team members allow each member to understand not only their own schedule but also the entire team's schedule, enabling adjustments when work is concentrated on specific members.
For example, by preventing schedule adjustments and meeting overlaps, you can save the hassle of readjusting schedules. Efficient schedule management for the entire team can be achieved through smooth information sharing, leading to improved work progress efficiency.
By integrating Calendly and Chatwork, the hassle of manually notifying the team is eliminated. Manual confirmation and input tasks for communication are no longer necessary, reducing human errors such as input mistakes or omissions.
For example, by having the entire team understand the schedule, there will be no omissions for important meetings or gatherings, ensuring reliable schedule management. Furthermore, using quoted information in the notification content ensures accuracy, and it is expected to avoid mistakes or correction tasks caused by incorrect information.
Now, let's actually use Yoom to integrate Calendly and Chatwork!
[What is Yoom]
This time, we will introduce how to set up an integration flow that "notifies Chatwork when a schedule is registered in Calendly."
Read the following screen display and click "OK".
The following screen will be displayed, so let's check the "Title" and "Description".
If changes are necessary, you can click on the relevant part to make changes.
First, set up the trigger by clicking "When an appointment is scheduled (Webhook trigger)".
After clicking, proceed with the following settings.
"Title" → Can be changed as needed
"Account information linked with Calendly" → Check if the account is correct
"Trigger Action" → When an appointment is scheduled (Webhook trigger)
Once the settings are complete, click "Next".
The following screen will be displayed, so set up the organization URI.
Clicking on the input area will display suggestions below.
Select from the suggestions, enter it, and after running "Test", if successful, click "Next".
The following screen will be displayed, so register the event that will be the Webhook event on the Calendly side.
Then, click "Test", and if successful, click "Save" to complete!
Next, set up Chatwork by clicking the "Send Message" action.
When the following screen is displayed, proceed with the settings.
"Title" → Can be changed as needed
"Account information linked with Chatwork" → Check if the account is correct
"Action" → Send Message
Once the settings are complete, click "Next" to proceed.
When the following screen is displayed, read the precautions and set the room ID.
Clicking within the room ID input box will display suggestions, so select the room where you want to send the message and click.
Scroll to proceed through the screen and set the message content.
[Fixed Content] → Enter directly.
[Variable Content] → Use Output.
If you want to use Output, click the input field to display Output, etc., below.
Click the mark on the right side of the trigger action "When an appointment is scheduled" to display suggestions, and click the Output you want to enter to add it.
* For more details on Output, please see here.
Run "Test", and if successful, click "Save" to complete!
Finally, click "Turn on Trigger" to complete the automation setup.
Let's check if the flowbot starts correctly.
Thank you for completing the setup!
There are many other examples of automation using Calendly in Yoom, so here are a few.
1.Add a record to Google Sheets when an appointment is scheduled in Calendly
The first example is integration with Google Sheets. It accumulates the information of scheduled appointments in the sheet, which can be used for centralized information management.
2.Register a lead in Salesforce when an appointment is scheduled in Calendly
The next introduction is a flow bot that utilizes the information of the scheduled appointment to register a lead in Salesforce. By using the output to register information, it avoids human errors from manual input and maintains the accuracy of the registered information.
3. When an appointment is registered in Calendly, send materials via Gmail
The last introduction is a flow bot that sends materials to the other party using Gmail when an appointment is registered. By using this flow, you can save the hassle of repeatedly checking the schedule to send meeting materials.
Integrating Calendly with Chatwork significantly streamlines schedule management. By utilizing the automatic notification feature, you can reduce the time spent checking schedules and stay informed of important information without disrupting workflow. This leads to improved productivity and smoother schedule management for the entire team.
Be sure to experience enhanced work efficiency by automating notifications through integration with Yoom!
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