Notify Microsoft Teams when an appointment is scheduled in Calendly

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■Overview

This is a flow that notifies Microsoft Teams when a schedule is registered in Calendly.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.

‍‍■Recommended for

1. Those who manage schedules using Calendly

・Those who frequently hold briefings or seminars

・Sales representatives who frequently conduct meetings or negotiations

・Project team leaders who manage team members' schedules


2. Those who use Microsoft Teams for work

・Those who use Microsoft Teams as a team communication tool

・Those who want to receive information from other apps in Microsoft Teams

■Benefits of using this template

Calendly is a tool that helps improve the efficiency of schedule management.
However, manually notifying Microsoft Teams every time a new schedule is registered in Calendly can hinder focus on core tasks.

By utilizing this flow, you can automate notifications to Microsoft Teams when a schedule is registered in Calendly. Schedules are shared without the need to frequently check the management screen or notification emails, allowing personnel to focus on their primary tasks. Additionally, it reduces the time spent on transcription work and helps decrease human errors such as communication mistakes or omissions.

■Notes

・Please integrate Yoom with both Calendly and Microsoft Teams.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

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Yoom allows integration with Calendly's API without any code. It is possible to notify chat tools like Slack, Google Chat, and Teams when an event is scheduled in Calendly's calendar, and automatically register Calendly's event information in Hubspot, Salesforce, Zoho CRM, and others.
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