Starter
Create a record in Airtable when someone cancels a meeting in Calendly
When someone cancels a meeting in Calendly, create a record in Airtable.
Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.
Every step, in order
When it happens in the first app, the step runs in the second, with the client’s own account.
- Someone cancels a meeting
- A booking canceled on the account’s Calendly, within seconds. A reschedule is a cancel and a new booking; skip those with the toggle.
- Create a record
- Add one row to a table. Field names must match the table’s columns.
- Starts whenSomeone cancels a meeting
Calendly
- App stepCreate a record
Airtable
What each client fills in
- Airtable: Base ID
- From the base’s URL: airtable.com/appXXXX/…
- Airtable: Table
- For example Leads
The accounts it needs
Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.
In the client’s Calendly: Integrations & apps → API and webhooks → Personal access tokens → Generate new token, with the scopes scheduling_links:write (booking links) and, for the triggers, users:read, webhooks:read and webhooks:write. A token made before Calendly introduced scopes keeps full access.
airtable.com/create/tokens → Create token → scopes data.records:write and data.records:read (lookups and the triggers) → add the client’s base → copy the token.
After you install it
It lands switched off. The client’s checklist holds exactly this:
- Connect the client’s Calendly, for “Someone cancels a meeting”
- Connect the client’s Airtable, for “Create a record”
- Fill in Airtable: Base ID (From the base’s URL: airtable.com/appXXXX/…)
- Fill in Airtable: Table (For example Leads)
- Confirm with the client: The client’s Calendly is on a paid plan (Standard, Teams or Enterprise): Calendly sends webhook events only on those.
- Match Airtable’s fields to the client’s own: Their name, Their email, Their phone for text reminders, Rescheduled true or false
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