- Integrations
- Calendly
Calendly integration: appointments booked into Calendly during the chat
Agenola's Calendly integration shows the visitor your event type's free times and books the one they choose without leaving the chat; Calendly sends the invitation and reminders. Finding and cancelling appointments are available as flow steps too. You connect it in one click with your Calendly account.
How it works
A booking flow takes three steps: "List available times" reads the event type's free times from Calendly, a choice step offers them to the visitor, and "Book a time" books the chosen time. Your working hours, appointment length and calendar conflicts come from your settings in Calendly.
On your website, times are shown in the visitor's time zone; on channels such as WhatsApp and Telegram your Calendly account's time zone is used. If the event type has required questions, the answers go through the step's Answers field. When there's only one location, it's chosen automatically.
Booking in the chat requires a paid Calendly plan. On the free plan you can show the times and send the visitor your booking page link.
- A booked appointment can also be sent to your analytics and ad accounts as an "Appointment booked" event from Measurement settings.
- Steps that book or cancel don't run until the confirmation box on the step is ticked.
- "Book a time" also returns the cancel and reschedule links; changing the time happens on Calendly's page.
- An event with more than one invitee can't be cancelled with this step, because Calendly cancels the event for everyone.
What it does
This list is generated from the same source as the Calendly page in the dashboard: if it isn't listed here, we don't do it with Calendly. Flow steps live in the flow editor under Add step → Integrations → Calendly.
Calendar ownerAction · Flow step1
Get calendar owner
Reads the connected account's name, email, time zone and booking page.
Event typeAction · Flow step3
List event types
Returns your active event types as a list.
Get event type
Reads an event type's length, booking page and questions.
List available times
Returns an event type's free times as a list: the next 7 days if no date is chosen, 31 days at most.
InviteeAction · Flow step1
Book a time
Books the visitor into the chosen time; Calendly sends the invitation and reminders. Requires a paid Calendly plan.
EventAction · Flow step4
List events
Returns your upcoming events as a list.
List events by invitee
Returns an email address's upcoming events as a list, with their name and time only.
Get event
Reads an event's time, place and meeting link.
Cancel event
Cancels the event and Calendly emails the invitee. Works only if the email given is an invitee of the event, and not on events with more than one invitee.
Example conversations
Visitor: Can we set up an introductory call for Thursday?
Agent: Thursday at 10:00, 1:30 pm and 4:00 pm are free. Which do you prefer?
Visitor: 1:30. I'm Sam, and my email is sam@example.com.
Agent: You're booked for Thursday at 1:30 pm. The invitation has been sent to your email.
Behind the scenes: "List available times" reads the event type's times for Thursday. "Book a time" sends the chosen time and the visitor's name, email and time zone to Calendly, and Calendly sends the invitation.
Visitor: I'd like to cancel my Tuesday appointment. My email is dana@example.com.
Agent: I found one appointment for this address: Tuesday 11:00, Introductory call. Shall I cancel it?
Visitor: Yes.
Agent: Your appointment is cancelled. Calendly will send you a confirmation email.
Behind the scenes: "List events by invitee" reads the upcoming appointments of that email. "Cancel event" cancels the chosen appointment if the email is an invitee of it.
Visitor: Do you have any free time next week?
Agent: Wednesday at 2:00 pm and Friday at 11:00 am are free. If Wednesday suits you, you can finish booking at this link: calendly.com/example/intro
Behind the scenes: "List available times" reads the times and each time's link. The visitor finishes booking on Calendly's page, which doesn't need a paid plan.
Setup
- 1In Agenola, go to Integrations → Calendly, press "Connect to Calendly" and give access with your Calendly account.
- 2In the flow editor, add "List available times", a choice step and "Book a time" in that order, and pick the event type on the step.
- 3On "Book a time", tick the confirmation box; put the choice step's variable in the time field and the visitor's answers in the name and email fields.
Detailed setup: How do I connect Calendly?
Permissions and where your data goes
- Sent to Calendly: the visitor's name, email, time zone and chosen time; the phone number, location, answers and guest emails if you fill them in.
- Read from Calendly: the account's name, email and time zone; event types and available times; when a step asks for them, events' names, times, locations and meeting links.
- Permissions requested: profile details, reading event types and availability, and reading and writing events. Organization management and event type editing aren't requested.
- Connection details are stored encrypted on the server. Only the workspace owner and admins can connect or remove it; when you remove it, access is also revoked at Calendly, and booked appointments stay in Calendly.
Related integrations
See all integrations
Google Calendar
Shows free slots and books the appointment, with a Meet link, at the chosen time.
Google Drive
Your agents search, read, copy and share files.
Google Docs
Your agents create documents and fill templates with the visitor's answers.
Google Sheets
Answers are added as rows, and the agent looks up prices and orders in the sheet.
Google Slides
Your agents create presentations and fill slides with answers.
Gmail
Your agents send, reply to and draft email from your account.
Frequently asked questions
Does it work on Calendly's free plan?
Showing free times, reading events and cancelling work on every plan. Booking in the chat requires a paid Calendly plan; on the free plan you can send the visitor to your booking page.
Who sends the invitation email?
Calendly does. The appointment is handled as if it had been booked on your Calendly page: invitations, reminders and the event in your calendar follow your Calendly settings.
Can a visitor see someone else's appointment?
The visitor's identity isn't verified: someone who types another person's email can see that address's appointment name and time. That's why the list returns only the name and time. Cancelling works only if the visitor picked the appointment from the list and the email is an invitee of it.
Can I use team event types?
Yes, team event types the connected account belongs to are listed on the step. Event lists, however, show only the calendar of the person who connected.