ConditionalVisibility

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App tips

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Calendly

Calendly is one of the best meeting scheduler apps—if you know how to use it. Here are seven of the best Calendly features..

7 hidden Calendly settings to make scheduling easier

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I've used both Doodle and Calendly before, but in order to do an in-depth analysis, I spent time testing each app, trying out their comparable features and figuring out where each one shines—and doesn't.

Calendly vs. Doodle: Which should you use?

When the time comes, you'll want to jump right into the discussion and not worry about setting up a meeting and sending out links. Zapier can do all of that for you once you activate this Zap. Every new event created on Calendly will trigger the automation, creating a Zoom meeting for each one. You can then add a step to your Zap to send the Join URL to the invitee by email or any other medium you'd like.

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Triggers when an invitee cancels a scheduled event.

Invitee Canceled

Triggers when an invitee schedules an event

Invitee Created

Triggers when an invitee is marked as a no-show.

Invitee No Show Created

Find User

Creates a new one-off meeting in Calendly.

Create One-Off Meeting

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems

Zoom

Triggers when every time a meeting host ends the meeting.

New Meeting Ended

Triggers when a summary is available for a meeting. Note: you must be the meeting host.

New Meeting Summary

Triggers when a new audio transcript has been completed after a meeting or webinar you hosted completes.

New Audio Transcript

Triggers when a new participant joins a webinar or meeting.

New Participant Joined Webinar or Meeting

Triggers when a new Meeting or Webinar is created.

New Meeting

Triggers when a new registrant is added to a meeting.

New Meeting Registrant

Triggers when a new Cloud Recording is completed for a Meeting or Webinar.

New Cloud Recording

Triggers when a new registrant is added to a Webinar.

New Webinar Registrant

Finds a find meeting/webinar based on id or topic name.

Find Meeting/Webinar

Find Recording and Download

Get Meeting Summary

Retrieve the list of participants (as line items) for a given meeting or webinar, up to 3000 participants.

Retrieve Meeting or Webinar Participants

Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)

Create Meeting

Create Meeting Registrant

Create Webinar Registrant

Deletes all recordings for a specified meeting, with an option to move them to trash or permanently delete them.

Delete Meeting Recordings

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Create Zoom meetings for new Calendly events

After an invitee schedules a meeting, you often want to add or update a contact in different apps to easily stay in touch with them. With a little help from this Zapier integration, you can automatically send new Calendly invitees right over to ActiveCampaign without having to do any manual work yourself. 

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.

ActiveCampaign

Triggers when a Custom Object record is created or updated.

New or Updated Custom Object Record

Triggers when a custom object record is deleted in ActiveCampaign

Custom Object Record Deleted

Triggers when a deal task has been completed.

Deal Task Completed

Triggers when a new account is added or an existing account's details are updated.

New or Updated Account

Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.

New Automation Webhook

Triggers when a contact email address bounces from a sent campaign.

New Campaign Bounce

Triggers when a contact clicks a link in a campaign message (will only run once for each unique link).

New Campaign Link Click

Triggers when a contact opens a campaign (will trigger once per contact per campaign).

New Campaign Open

Triggers when a new campaign starts sending.

New Campaign Starts Sending

Triggers when a contact unsubscribes as a result of a campaign email sent to them.

New Campaign Unsubscribe

Triggers when a new contact note is added.

New Contact Note

Triggers when a new contact task is created.

New Contact Task

Triggers when a new deal note is created.

New Deal Note

Triggers when a new deal task is created.

New Deal Task

Triggers when a new deal is created or existing deal is updated.

New Deal Added or Updated

New Contact

Triggers when a new contact is added to a list.

New Contact Added to List

Triggers when an existing contact details are updated.

Updated Contact

Triggers when a new contact is added or existing contact's details are updated.

New or Updated Contact

Triggers when a a Tag is added or removed from a Contact

Tag Added or Removed From Contact

Find Account

Finds a contact by email address, ID, or phone.

Find Contact

Find Contact Task

Finds an existing deal by title or email.

Find Deal

Looks for a Deal and if found, returns the User that owns the Deal

Find Deal Owner

Find Deal Task

Create Account

Update Account

Creates a new account or updates an existing account.

Create or Update Account

Creates a new contact, or updates an existing contact.

Create or Update Contact

Create Deal (Deprecated)

Adds an existing contact into any automation.

Add Existing Contact to Automation

The contact will be removed from this active automation

Remove Contact From Automation

Create Campaign

Adds a contact to an ActiveCampaign account

Add Contact to Account

Add Contact Note

Add/Remove Tag From Contact

Create or Update Contact Task

Creates a new custom object record or update an existing record

Create or Update a Custom Object Record

With a deal ID and a contact ID set the corresponding contact as a secondary on the deal. Optionally set the role. If the Deal has no Primary contact set, this contact will be set as Primary if you DO NOT select a role.

Add Secondary Contact to Deal

Create Deal

Add Note to Deal

Create or Update Deal Task

Update Deal

Subscribes a Contact to a List it is not currently associated with, or Unsubscribes a Contact from a list is currently associated with.

Subscribe or Unsubscribe Contact From List

Creates a custom website or application event.

Create Tracked Event

Add or update ActiveCampaign contacts for new Calendly invitees

You're trying to score a big meeting, and send out an invite for someone to accept. Wouldn't it be nice to know that they have while you're chatting with other teammates? Use this integration to automatically send a Slack message for each new Calendly invite.

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Slack

Triggers when a new message is posted to any public channel.

New Public Message Posted Anywhere

New Channel

Triggers when a new message is posted to a specific #channel you choose.

New Message Posted to Channel

Triggers when a custom emoji has been added to a team.

New Team Custom Emoji

Triggers when a new file is uploaded to your workspace.

New File

Triggers when a username or highlight word is mentioned in a public #channel.

New Mention

Triggers when a new message is found that matches the query.

New Message From Query

Triggers when a new message is posted to a specific #private-channel or multi-dm.

New Message Posted to Private Channel

Triggers when a Message is pushed from Slack.

New Pushed Message

Triggers when a reaction (aka reactji) is added to a message in a public #channel.

New Reaction Added

New Saved Message

Triggers when a new Slack user is created / first joins your org.

New User

Finds a Slack message using the Slack Search feature.

Find Message

Finds a user by matching against their email instead of their username.

Find User by Email

Find User by ID

Finds a user by matching against their real name instead of their username.

Find User by Name

Find User by Username

Adds a reminder for yourself or a teammate, just like the `/remind` slash command.

Add Reminder

Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.

Invite User to Channel

Posts a message to the specific #channel you choose. Message delivery can be scheduled for later.

Send Channel Message

Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

7 hidden Calendly settings to make scheduling easier

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