Add a record to Notion when an event is scheduled on a specific user’s Calendly calendar

■Overview

Do you manually transfer confirmed appointment details from Calendly to a Notion database? This task is not only time-consuming but can also lead to data entry errors and missed sharing. With this workflow, you can automatically add information to Notion when an event is scheduled in Calendly. Automate your Notion–Calendly integration and eliminate tedious manual data entry.

■Who Is This Template For?

• Anyone who uses Calendly and Notion together and manually transfers information after scheduling meetings
• Anyone who wants to prevent missed data entry from Calendly when managing tasks or customers in Notion
• Anyone who wants to streamline the process from scheduling meetings to deal management through a Notion–Calendly integration

■Benefits of Using This Template

• When an event is scheduled in Calendly, the information is automatically added to Notion, reducing the time previously spent on manual data entry.
• By eliminating the need to transfer data manually, you can prevent human errors such as incorrect entries in Notion and missed information transfers from Calendly.

■Workflow

1. First, connect Calendly and Notion to Yoom.
2. Next, select Calendly as the trigger and set the action to “When an event is scheduled in a specific user’s calendar.”
3. Finally, set the Notion operation to “Add a record” and add the information retrieved from Calendly to your Notion database.

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

■Customization Options

• In the Notion operation settings, select the database where you want to add records.
• Choose which information retrieved from the Calendly trigger—such as names, email addresses, and scheduled dates and times—to map to the Notion database.

■Notes‍

• Connect both Calendly and Notion to Yoom.