How to use App Connect with Calendly
Calendly is a software-as-a-service platform that organizes many kinds of meetings and events without the need for email threads.
Connecting to Calendly
You can complete the connection fields either in the App Connect Designer page (previously the Catalog page) or when you create a flow. If necessary, work with your Calendly administrator to obtain these values.
- Provide credentials for App Connect to use (BASIC)
- Provide credentials for App Connect to use (BASIC OAUTH)
- Use the application's website to sign in (OAUTH 2.0 AUTH CODE)
| Provide credentials for App Connect to use (BASIC) | Provide credentials for App Connect to use (BASIC OAUTH) | Use the application's website to sign in (OAUTH 2.0 AUTH CODE) |
|---|---|---|
| Personal access token | Client ID | Authorize the connection to Calendly by signing in to your account. |
| Client secret | ||
| Access token | ||
| Refresh token |
| Connection field | Description |
|---|---|
| Personal access token | The personal access token that is generated under the API and webhooks section in your Calendly account. |
| Client ID | The consumer key that is generated when you create a connected application for App Connect in Calendly. |
| Client secret | The consumer secret that is generated when you create a connected application for App Connect in Calendly. |
| Access token | The access token that is generated from the application client ID and client secret. |
| Refresh token | The refresh token that is generated from the application client ID and client secret. |
To obtain the connection values for Calendly, see Obtaining connection values for Calendly.
To connect to a Calendly endpoint from the App Connect Designer Applications and APIs page for the first time, expand Calendly, then click Connect. For more information, see Managing accounts.
Before you use the account that is created in App Connect in a flow, rename the account to something meaningful that helps you to identify it. To rename the account on the Applications and APIs page, select the account, open its options menu (⋮), then click Rename Account.
General considerations
- (General consideration) You can see lists of the trigger events and
actions that are available on the Applications and APIs page of the App Connect Designer.
For some applications, the events and actions depend on the environment and whether the connector supports configurable events and dynamic discovery of actions. If the application supports configurable events, you see a Show more configurable events link under the events list. If the application supports dynamic discovery of actions, you see a Show more link under the actions list.
- (General consideration) If you are using multiple accounts for an application, the set of fields that is displayed when you select an action for that application can vary for different accounts. In the flow editor, some applications always provide a curated set of static fields for an action. Other applications use dynamic discovery to retrieve the set of fields that are configured on the instance that you are connected to. For example, if you have two accounts for two instances of an application, the first account might use settings that are ready for immediate use. However, the second account might be configured with extra custom fields.
Events and actions
Calendly events
These events are for changes in this application that trigger a flow to start completing the actions in the flow.
Calendly actions
Your flow completes these actions on this application.
| Object | Action | Description |
|---|---|---|
| Event invitees | Mark event invitee as no-show | Marks an event invitee as no show |
| Retrieve event invitees | Retrieves the information about event invitees | |
| Undo mark event invitee as no-show | Undoes marking an invitee as a no-show | |
| Event types | Retrieve event types | Retrieves the event types associated with a specific user |
| Events | Cancel event | Cancels a specific event |
| Retrieve scheduled events | Retrieves information about a specific event | |
| Organization invitations | Create organization invitation | Invites users to join an organization |
| Delete organization invitation | Deletes an invitation that was sent to join an organization | |
| Retrieve organization invitations | Retrieves organization invitations that were sent to the organization's members | |
| Organization memberships | Delete organization membership | Removes the user's organization memberships |
| Retrieve organization memberships | Retrieves information about a user's organization membership | |
| Scheduling links | Create single-use scheduling link | Creates a single-use scheduling link for sharing with users |
| Users | Retrieve account details | Retrieves the basic information about your user account |