Starter
Calendly
Create a task in Asana when someone cancels a meeting in Calendly
When someone cancels a meeting in Calendly, create a task in Asana.
Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.
- Steps
- 1
- Client fills in
- 1
- Accounts
- 2
- Starts
- Someone cancels a meeting in Calendly, within seconds
UsesBeta
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 task
- A task in a project.
- Starts whenSomeone cancels a meetingCalendly
- App stepNamed after the invitee
What each client fills in
- Asana: Project ID
- For example the number in the project’s URL
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.
app.asana.com/0/my-apps → Create new token (signed in to the client’s Asana).
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 Asana, for “Create a task”
- Fill in Asana: Project ID (For example the number in the project’s URL)
- Confirm with the client: The client’s Calendly is on a paid plan (Standard, Teams or Enterprise): Calendly sends webhook events only on those.
Related templates
- PackPersonal trainingIn-person personal trainer packAn in-person personal trainer sells hours on the gym floor within a short drive, so every empty slot is lost income.Calendly
4 workflows · 28 steps · 4 apps - PlaybookB2B software (SaaS)Cancellation recovery for B2B software companiesWhen someone cancels, offer them a new time an hour later and tell the owner who cancelled and why.Calendly5 steps · 3 apps
- PlaybookCoachingCancellation recovery for coachesWhen someone cancels, offer them a new time an hour later and tell the owner who cancelled and why.Calendly5 steps · 3 apps
Thrum is cooking.
Get early access and you’ll be among the first in. Early members get a launch perk.