How to connect Zapier account to Calendly

Authored by: Support.com Tech Pro Team

1. Introduction

How to connect Zapier account to Calendly

2. Connect Zapier account

Step 1: Schedule a test event

1. In Calendly, go to your Home page, locate an event type you'd like to test, and select view booking page.
2. Fill out the invitee details, and select Schedule event to provide Zapier with invitee sample data.

Step 2: Locate your API key

1. At the top of any Calendly page, select Integrations.
2. Select Zapier.
3. Select Go to Setup.
4. At Unique API Key, select Copy to clipboard.
   

1. 
   Note: Your API key will affect which events are triggered in a multi-user account. For more details, see How Zapier works with a multi-user account.

Step 3: Create a zap

1. Log in to your Zapier account.
2. Follow Zapier's instructions to Create a new Zap.
3. For your Trigger, at App Event, select Calendly.
4. At Trigger event, select Invitee Created or Invitee Canceled.
5. At Choose account, select Sign in to Calendly, and enter your Unique API Key from Step 2.
6. At Test trigger, select the invitee data from the test event you scheduled in Step 1.
   Note: The test invitee data is used to ensure your setup is correct. When using the Invitee Created trigger, Zapier will pull the most recent non-canceled event data. To view a sample of the invitee data Calendly sends over, view the Webhook Payload. 

Trigger zap for certain conditions 

If your customer have a paid Zapier account, you can add steps to your zap. With multi-step zaps, you can add an action, like filters, to specify the zap for certain people, events, or details. For more complex conditions, you can also use Paths.

Filters

When you add a filter, your zap will only run if certain conditions are met. 

For example, you can filter your zap by:

• Team member: Only continue if John is the team member booked
• Event type: Only continue if Coffee Chat is the event booked. 
• UTM parameter: Only continue if UTM Source is email.
• Answers to questions: Only continue if an invitee answer yes or maybe.