When a no-show is cleared for a specific user’s event in Calendly, update attendance status in Salesforce

■Overview

Have you ever marked an event as a no-show in Calendly, only for that status to be reversed later due to a reschedule or other change? Manually updating customer information in Salesforce each time is time-consuming and increases the risk of missed updates.
With this workflow, when a no-show is reversed in Calendly, the attendance status in Salesforce is updated automatically and relevant team members are notified, helping you resolve these issues smoothly.

■Who should use this template

• Anyone managing customers or sales opportunities by integrating Calendly with Salesforce
• Anyone who finds it time-consuming to manually update statuses when a no-show is reversed in Calendly
• Anyone looking to prevent missed updates and manual errors while maintaining accurate information

■Benefits of using this template

• When a no-show is reversed in Calendly, the Salesforce record is updated automatically, reducing the time spent manually changing statuses
• By eliminating manual data updates, this workflow helps prevent human errors such as missed updates and incorrect entries, keeping your data accurate

■Flow bot steps

1. First, connect Calendly and Salesforce to Yoom
2. Next, select Calendly as the trigger and set the action to “When a no-show for a specific user's event is reversed”
3. Next, configure Salesforce's “Update record” action as an operation to update the attendance status and other fields of the target record
4. Finally, configure the email feature's “Send email” action as an operation to notify the relevant representative or other recipients

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

■Customizing this workflow

• For Salesforce record updates, you can freely specify which fields to update in which records. Updated values can be set as fixed text or populated with information retrieved by the trigger
• For the email action, you can freely configure the recipients, subject, and message body. You can also insert information retrieved from Calendly or Salesforce as variables to send detailed updates

■Notes

• Connect both Calendly and Salesforce to Yoom.
• Salesforce is available only on the Team and Success plans. Please note that operations and Data Connects in configured flow bots will result in errors on the Free and Mini plans.
• Paid plans, including the Team and Success plans, come with a two-week free trial. During the free trial, you can use apps that are otherwise subject to plan restrictions.