Calendly

Tags:

Updated:

4 minute read

Calendly is an appointment scheduling application that individuals and organizations use to schedule meetings and appointments with their leads/clients. It eliminates back-and-forth emails, creating a more streamlined scheduling workflow and seamless customer experience. It’s an automated solution, which means users can book an appointment by simply having access to your unique Calendly calendar. It can sync and check availability across multiple calendars, such as Google Calendar, Outlook, and more. This helps avoid double-bookings or other scheduling conflicts.

As APPSeCONNECT is a Business Process Automation tool, this will allow you to develop and configure seamless integration between business applications. Therefore, application configuration is a fundamental activity prior to the process of integration. If your chosen application is Calendly, credentials need to be provided for validating the agent both in case of OP and Cloud. Here you will find the detailed description on how to configure the agents for the application Calendly, troubleshooting issues and APIs.

Pre-requisites for Calendly Configuration

1) Create an account in Calendly.
2) You need to know the authentication mechanism and different APIs of the application along with their structures.
3) You need to know the Personal Access Token.

How to get Personal Access Token

1) Open Calendly with valid login credentials.
2) From Home page, navigate to Integrations -> API and connectors -> API and Webhooks. Click on Generate new Token. Provide a name to your token and click on Create Token. A newly generated token will be displayed to you. Copy the token and save it for future use.

On-Premise Agent Configuration

Installation of On-Premise Agent

You need to install the agent on your local server. To Know about On-Premise Agent Configuration, Click here.

Configure the Calendly Application in OP Agent

1) Create a triggered processflow with calendly as source application, and deploy the processflow in On-Premise agent.
2) Open the agent and click the checkbox in Settings Panel.
3) Move into the App Configurational Panel of the agent and configure the details of the respective application.

Steps to Configure the credentials in OP Agent

1) Open the OP Agent by providing correct credentials.
2) In the App Configurations panel of the agent, click on the + button, beside the application calendly. The credential panel opens for the application calendly. calendly_opagent1

3) Enter Personal Access Token at the required place. calendly_opagent2

4) Click on the “Validate” button, to validate the connection. A message will appear confirming the same if all the credentials provided by you for calendly is valid. Click “Save” button. A message “Connection Saved Successfully!” will appear if all the credentials provided by you for calendly is valid.

Following the above processes, you can configure the calendly application in the OP agent.

Cloud Agent Configuration

Configure the Calendly Application in Cloud Agent

1) Login to APPSeCONNECT portal with valid credentials.

2) Navigate to Manage > App. Expand the calendly application and click on Credential.

3) Expand the REST node, click on Add New Credential.

4) Provide the necessary information Personal Access Token.
calendly_cloud

5) Click on Save and a toaster message will be displayed confirming the same.

Troubleshooting

ISSUE 1

Agent validation may fail due to improper Personal Access Token both in OP and Cloud agent. Check the Personal Access Token once and re-validate the credentials in the agent.

ISSUE 2

Check whether you have created triggered processflow while fetching data from Calendly. No need to configure the action filter in case of triggered processflow. However, you need to configure the webhook by creating a processflow.

Attributes and Actions

While defining a connection to an API in Calendly, you require clear understanding about the data requirements and endpoint configurations. You can refer to this document to find all the endpoint details of Calendly application. To define the endpoint in APPSeCONNECT, you need to define Schemas and Actions. Actions are specifically targeted for an endpoint while schema is the data needed to execute the API. Here is the list of some of the pre-packaged API actions defined for you which you can easily plug and play while doing your integration.

Endpoint Action Action Type Schema UI Help API Path
scheduled_events scheduled_events GET scheduled_events Returns information about a specified Event. Events
users users GET users Returns information about a specified User. Users
users/me users/me POST users Returns basic information about your user account. users/me
event_types event_types GET event_types Returns all Event Types associated with a specified User Events_types

How to configure the Webhook Subcription?

Calendly provides you a platform to schedule appointments online as per the requirement of the invitee on real-time execution basis. However, Calendly does not allow you to create webhook from any graphical interface heneceforth, you need to create webhook using a processflow. Hence, you need to configure the webhook subscription to perform the same. Follow the below steps to configure the webhook using a processflow.

  1. Design a processflow with Calendly as the destination application with Trigger Type as Polling. You need to provide webhook_subscription as schema and Create Webhook Subscription as the action. calendly_nodeconfig

  2. While configuring the action filter, specify

Key Value
events[] invitee.created
scope organization
organization ~{GetOrganizationUrl}~
url mention the Processflow URL generated from the processflow

In this scenerio, we are fetching only the invitee list from Calendly, thus invitee.created has been used as the key with events[]. Similarly, you can use any other APIs in the value section along with events[] as the key. scope should always be maintained at the organization level, so you need to mention scope and òrganization as key value pair. calendly_actionfilter

The apps resource function ~{GetOrganizationUrl}~ has been used to mention the organization that have beeen used at present. Mention the Processflow URL that has been generated after the triggered processflow has been deployed in the respective environment. You can mention all Processflow URL as the child condition. calendly_actionfilter1

Share your feedback