Get notified directly when an event is scheduled in Calendly

■Overview

Do you find it time-consuming to share every new Calendly event with the relevant team members via direct?
Important scheduling processes, such as sales meetings and interviews, require prompt information sharing, but manual communication can lead to missed updates and delays.
With this workflow, you can automatically notify direct as soon as an event is created in Calendly.
Eliminate these challenges and keep information sharing running smoothly.

■Who should use this template

• Teams that use Calendly and direct and manually share information after scheduling events
• Teams that want to quickly share sales meeting or interview schedules and prevent missed follow-ups
• Teams that want to eliminate the effort of manual communication and focus on their core work

■Benefits of using this template

• Automatically send notifications to direct when an event is created in Calendly, reducing the time spent on manual communication.
• Reduce the risk of human error, such as missed notifications and incorrect information caused by manual sharing, for more reliable communication.

■Flow

1. First, connect Calendly and direct to Yoom.
2. Next, select Calendly as the trigger and set the action to “When an event is scheduled (webhook trigger).”
3. Finally, set the “Post a message” action for direct as the operation and send a message containing the information retrieved from Calendly.

※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization options

• In the Calendly trigger settings, specify the organization where you want to enable the webhook.
• For the direct message action, specify the chat room where you want to send notifications.
  Embed details such as the event date and time and participant names retrieved from Calendly as variables in the message to send more specific notifications.

■Notes

• Connect both Calendly and direct to Yoom.