Add a row to Google Sheets when an event matching specific conditions is scheduled in Calendly

■Overview

When scheduling meetings with Calendly, manually transferring the resulting event details to Google Sheets can be time-consuming and may lead to data entry errors. With this workflow, a new row is automatically added to Google Sheets whenever an event that meets specific conditions is created in Calendly. This eliminates the hassle and human errors associated with manual work, enabling more efficient event management.

■Who Is This Template For?

• Anyone who manages Calendly bookings in Google Sheets and wants to automate data transfer
• Anyone who wants to reduce the time spent on manual data entry and focus on more important tasks
• Anyone who wants to prevent data entry errors and omissions during data transfer and improve information accuracy

■Benefits of This Template

• When an event is created in Calendly, its details are automatically added to Google Sheets, reducing the time previously spent on manual work.
• Because the system transfers data automatically, it helps prevent human errors such as manual entry mistakes and missing fields, maintaining data accuracy.

■Flow Bot Steps

1. First, connect Calendly and Google Sheets to Yoom.
2. Next, select Calendly as the trigger and set the “When an event is created” action.
3. Then, configure branching in the operation settings so that only events matching specific conditions proceed to the subsequent steps.
4. Finally, set the Google Sheets “Add a record” action in the operation settings to add the information retrieved from Calendly to the specified spreadsheet.

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

■Customization Options

• For the branching conditions, configure the settings as needed so that processing runs only when specific conditions are met, such as the Calendly event type or invitee responses.
• For the information added to Google Sheets, freely select and configure the fields you want to manage, such as names, email addresses, and event dates and times retrieved from Calendly.

■Notes‍

• Connect both Calendly and Google Sheets to Yoom.
• Branching is an operation available on the Mini plan and higher. On the Free plan, the configured flow bot operation will result in an error.
• Paid plans such as the Mini plan include a two-week free trial. During the free trial, you can use apps and features (operations) that are subject to plan restrictions.