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Calendly

Send an email in SendGrid when someone cancels a meeting in Calendly

When someone cancels a meeting in Calendly, send an email in SendGrid.

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.
Send an email
Plain-text email from a verified sender.
  1. Starts whenSomeone cancels a meeting
  2. App stepSend an email

What each client fills in

SendGrid: From address
For example hello@northside.example

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.

  • Calendly

    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.

  • SendGrid → Settings → API Keys → Create API Key with Mail Send access; for the triggers, also the Event Webhook settings permission (user.webhooks.event.settings.read and user.webhooks.event.settings.update), or Full Access. The From address must be a verified sender.

After you install it

It lands switched off. The client’s checklist holds exactly this:

  1. Connect the client’s Calendly, for “Someone cancels a meeting”
  2. Connect the client’s SendGrid, for “Send an email”
  3. Fill in SendGrid: From address (For example hello@northside.example)
  4. Confirm with the client: The client’s Calendly is on a paid plan (Standard, Teams or Enterprise): Calendly sends webhook events only on those.

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