Send transactional emails with Brevo when events are scheduled in Calendly

■Overview

Do you manually set up transactional emails in Brevo every time a new appointment is booked in Calendly? While this task is simple, it can become a significant burden as the number of appointments grows, and it often leads to mistakes such as incorrect contact information. With this workflow, you can seamlessly connect Calendly and Brevo to automate everything from appointment registration to transactional email delivery—saving time and ensuring consistent customer outreach.

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■Who should use this template

• Marketing teams that want to quickly reach leads acquired through Calendly using Brevo
• Anyone who manually creates transactional emails after appointments and wants to reduce the effort and prevent missed sends
• Anyone who wants to connect Brevo and Calendly to build an automated system that increases customer engagement

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■Benefits of using this template

• Automatically create a Brevo transactional email when an appointment is booked in Calendly, reducing the time spent on manual tasks.
• Eliminate manual data entry to prevent human errors, such as incorrect contact information or transactional email settings.

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■How the flow works

1. First, connect Brevo and Calendly with Yoom.
2. Next, select Calendly as the trigger and set the action to “When an appointment is booked.”
3. Finally, set Brevo’s “Send transactional email” action as the operation to deliver a transactional email based on the information retrieved from Calendly.

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

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■Customization options

• In the Calendly trigger settings, optionally enter the URI of the relevant organization if you want to target appointments for a specific organization or user.

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■Notes

• Connect both Calendly and Brevo with Yoom.