Zapier Automation #3: Calendly and WhatsApp
Using our native Zapier integration, you can easily integrate Calendly with WhatsApp on TimelinesAI. With Zapier, you can connect Calendly to TimelinesAI and set up triggers for different actions.
This native Zapier integration is available on all TimelinesAI plans. You can try it for free with no credit card or extra setup required. It works seamlessly with any WhatsApp number!
The documentation presents step-by-step demonstrations to ensure you can easily configure and manage these automated workflows.
Prerequisites
Navigation
Create Custom Workflows for Calendly
Send Messages to New Chats in TimelinesAI When New Invitees are Created in Calendly
Predefined Workflows for Calendly and WhatsApp Integration
Generate a New TimelinesAI Token ID
Let’s get started 🚀
To get started with creating Workflow Rules in Calendly, you'll need a few essential tools. You must integrate these tools to automate tasks, streamline communication, and make your workflow more efficient.
TimelinesAI Workspace Account with WhatsApp Integration — This ensures you can send automated WhatsApp messages based on trigger workflow actions.
Calendly — A scheduling tool that simplifies the process of booking meetings and appointments. By integrating Calendly with TimelinesAI, you can trigger automated WhatsApp messages based on meeting bookings, confirmations, or cancellations.
With these tools set up, you’ll be ready to create workflows that save time and enhance productivity!
Zapier provides a seamless way to integrate Calendly/TimelinesAI with TimelinesAI/Calendly. From the navigation menu, you can access Zapier and set up trigger events and action events to connect TimelinesAI with Calendly and streamline your processes.
In this demonstration, we will guide you on how to navigate TimelinesAI effectively.
You can create Zaps with various triggers and actions for Calendly based on your specific needs, allowing you to automate scheduling workflows. Whether you want to sync events, send reminders, update calendar statuses, or assign meetings to team members, you can customize Zaps to streamline your scheduling process efficiently. Additionally, you can explore pre-built templates to simplify setup and get started quickly.
For instance, you can configure a Zap to send automatic reminders when a meeting is scheduled, update a Google Calendar event when a new appointment is booked, or assign meetings to specific team members based on availability.
While creating the workflow, you need to configure the trigger to define when the automation should start. This step connects Zapier to Calendly and enables it to detect when a new invitee schedules a meeting, updates calendar statuses, or assigns meetings to team members. Once configured, it retrieves the necessary data to proceed and allows seamless integration with TimelinesAI.
If you haven't done it already, Zapier will ask your permission to access information from your Pipedrive account. Once you approve it, Zapier will gather data from your Calendly account. You must also integrate TimelinesAI with Calendly.
In this demonstration, we will guide you in configuring the trigger to create custom workflows for Calendly.
While setting up the trigger, you need to configure the trigger events, which may have different fields to fill based on the event type. Below are the available options:
Once the trigger is set up, you can configure the action to define what happens next after the trigger is activated. In this case, it involves “Send Message to New Chat” or “Send File to Existing Chat” that enables timely & automated communication.
If you are configuring the action for the TimelinesAI for the first time, you will need the TimelinesAI’s Token ID to integrate with the other platforms.
If you are configuring the action for the TimelinesAI for the first time, you will need the TimelinesAI’s Token ID to integrate with the other platforms. For more information on generating a new Token ID, refer to the section - Generate a New TimelinesAI Token ID.
In this demonstration, we will guide you on how to configure the action to create custom workflows for Calendly.
While setting up the action, you need to configure the action event, which may have different fields to complete based on the event type. Below are the configuration details:
Once you publish the Zap, whenever the trigger conditions are met, the message will be displayed in TimelinesAI under the contact's chat. This allows you to confirm that the action has been executed correctly.
This automation ensures that whenever a new event is scheduled in Calendly, a confirmation message is automatically sent via TimelinesAI to the attendees or relevant contacts. No manual effort is required to notify them, as the process runs seamlessly in the background.
While creating the workflow, you need to configure the trigger to define when the automation should start. In this case, it will help you detect when a new event is created in Calendly and activate the process to send a confirmation message.
In this demonstration, we will explain how to configure the trigger in TimelinesAI to send confirmation messages for new Calendly events.
Once the trigger is set up, you can configure the action to define what happens next after the trigger is activated. By configuring this action, you automate the process, saving time and eliminating the need for manual notifications.
In this demonstration, we will guide you to configure the action to send confirmation messages in TimelinesAI for new Calendly events.
Once you publish the Zap, whenever the trigger conditions are met, the message will be displayed in TimelinesAI under the contact's chat. This allows you to confirm that the action has been executed correctly.
Predefined templates are a simple way to start automating tasks. These templates let you connect Calendly with WhatsApp so you can automate actions like sending reminders, confirmations, or updates to your contacts. They save you time and make it easier to set up automation without having to create everything from scratch. Just pick a template that works for you, make any necessary changes, and you're ready to go.
In this demonstration, we will show you how to access popular predefined workflows for integrating Calendly with WhatsApp.
Generating a new TimelinesAI Token ID is essential for secure access to the platform. It helps verify your identity, manage permissions, and enable seamless integration with other tools.
In this demonstration, we will guide you to learn how you can generate a new TimelinesAI token ID:
We hope this documentation has provided you with valuable insights. You can access the pre-built Zapier template here:
Send Confirmation Messages in TimelinesAI for New Calendly Events
If you require further clarification or assistance, our support team is available via Chat Support or email at hello@timelines.ai. We are happy to help with any additional questions or troubleshooting needs.
This native Zapier integration is available on all TimelinesAI plans. You can try it for free with no credit card or extra setup required. It works seamlessly with any WhatsApp number!
The documentation presents step-by-step demonstrations to ensure you can easily configure and manage these automated workflows.
Prerequisites
Navigation
Create Custom Workflows for Calendly
Send Messages to New Chats in TimelinesAI When New Invitees are Created in Calendly
Predefined Workflows for Calendly and WhatsApp Integration
Generate a New TimelinesAI Token ID
Let’s get started 🚀
Prerequisites
To get started with creating Workflow Rules in Calendly, you'll need a few essential tools. You must integrate these tools to automate tasks, streamline communication, and make your workflow more efficient.
TimelinesAI Workspace Account with WhatsApp Integration — This ensures you can send automated WhatsApp messages based on trigger workflow actions.
Calendly — A scheduling tool that simplifies the process of booking meetings and appointments. By integrating Calendly with TimelinesAI, you can trigger automated WhatsApp messages based on meeting bookings, confirmations, or cancellations.
With these tools set up, you’ll be ready to create workflows that save time and enhance productivity!
Navigation
Zapier provides a seamless way to integrate Calendly/TimelinesAI with TimelinesAI/Calendly. From the navigation menu, you can access Zapier and set up trigger events and action events to connect TimelinesAI with Calendly and streamline your processes.
In this demonstration, we will guide you on how to navigate TimelinesAI effectively.
Create Custom Workflows for Calendly
You can create Zaps with various triggers and actions for Calendly based on your specific needs, allowing you to automate scheduling workflows. Whether you want to sync events, send reminders, update calendar statuses, or assign meetings to team members, you can customize Zaps to streamline your scheduling process efficiently. Additionally, you can explore pre-built templates to simplify setup and get started quickly.
For instance, you can configure a Zap to send automatic reminders when a meeting is scheduled, update a Google Calendar event when a new appointment is booked, or assign meetings to specific team members based on availability.
Configure the Trigger
While creating the workflow, you need to configure the trigger to define when the automation should start. This step connects Zapier to Calendly and enables it to detect when a new invitee schedules a meeting, updates calendar statuses, or assigns meetings to team members. Once configured, it retrieves the necessary data to proceed and allows seamless integration with TimelinesAI.
If you haven't done it already, Zapier will ask your permission to access information from your Pipedrive account. Once you approve it, Zapier will gather data from your Calendly account. You must also integrate TimelinesAI with Calendly.
In this demonstration, we will guide you in configuring the trigger to create custom workflows for Calendly.
While setting up the trigger, you need to configure the trigger events, which may have different fields to fill based on the event type. Below are the available options:
| Event Name | Type | Description |
|---|---|---|
| Invitee Canceled | Instant | Triggers when an invitee cancels a scheduled event. |
| Invitee Created | Instant | Triggers when an invitee schedules an event. |
| Invitee No Show Created | Instant | Triggers when an invitee is marked as a no-show. |
Configure the Action
Once the trigger is set up, you can configure the action to define what happens next after the trigger is activated. In this case, it involves “Send Message to New Chat” or “Send File to Existing Chat” that enables timely & automated communication.
If you are configuring the action for the TimelinesAI for the first time, you will need the TimelinesAI’s Token ID to integrate with the other platforms.
If you are configuring the action for the TimelinesAI for the first time, you will need the TimelinesAI’s Token ID to integrate with the other platforms. For more information on generating a new Token ID, refer to the section - Generate a New TimelinesAI Token ID.
In this demonstration, we will guide you on how to configure the action to create custom workflows for Calendly.
While setting up the action, you need to configure the action event, which may have different fields to complete based on the event type. Below are the configuration details:
| Action Events | Category | Description |
|---|---|---|
| Close Chat | Create | Closes a chat. |
| Send File to Existing Chat | Create | Sends a file to an existing chat. |
| Send a Message to the Existing Chat | Create | Sends a message to an existing chat. |
| Send a Message to the New Chat | Create | Sends a message to a new chat. |
| Send Uploaded File to Existing Chat | Create | Sends an uploaded file to an existing chat. |
| Find Chat | Search | Finds a chat. |
| Find Message | Search | |
| Find Message Status | Search | Finds the status of a message |
| Find Uploaded File | Search | Find an uploaded file. |
| Find WhatsApp Account | Search | Find a WhatsApp account. |
Once you publish the Zap, whenever the trigger conditions are met, the message will be displayed in TimelinesAI under the contact's chat. This allows you to confirm that the action has been executed correctly.
Send Messages to New Chats in TimelinesAI When New Invitees are Created in Calendly
This automation ensures that whenever a new event is scheduled in Calendly, a confirmation message is automatically sent via TimelinesAI to the attendees or relevant contacts. No manual effort is required to notify them, as the process runs seamlessly in the background.
Configure the Trigger
While creating the workflow, you need to configure the trigger to define when the automation should start. In this case, it will help you detect when a new event is created in Calendly and activate the process to send a confirmation message.
In this demonstration, we will explain how to configure the trigger in TimelinesAI to send confirmation messages for new Calendly events.
Configure the Action
Once the trigger is set up, you can configure the action to define what happens next after the trigger is activated. By configuring this action, you automate the process, saving time and eliminating the need for manual notifications.
In this demonstration, we will guide you to configure the action to send confirmation messages in TimelinesAI for new Calendly events.
Once you publish the Zap, whenever the trigger conditions are met, the message will be displayed in TimelinesAI under the contact's chat. This allows you to confirm that the action has been executed correctly.
Predefined Workflows for Calendly and WhatsApp Integration
Predefined templates are a simple way to start automating tasks. These templates let you connect Calendly with WhatsApp so you can automate actions like sending reminders, confirmations, or updates to your contacts. They save you time and make it easier to set up automation without having to create everything from scratch. Just pick a template that works for you, make any necessary changes, and you're ready to go.
In this demonstration, we will show you how to access popular predefined workflows for integrating Calendly with WhatsApp.
Generate a New TimelinesAI Token ID
Generating a new TimelinesAI Token ID is essential for secure access to the platform. It helps verify your identity, manage permissions, and enable seamless integration with other tools.
In this demonstration, we will guide you to learn how you can generate a new TimelinesAI token ID:
We hope this documentation has provided you with valuable insights. You can access the pre-built Zapier template here:
Send Confirmation Messages in TimelinesAI for New Calendly Events
If you require further clarification or assistance, our support team is available via Chat Support or email at hello@timelines.ai. We are happy to help with any additional questions or troubleshooting needs.
Updated on: 17/02/2025
Thank you!