Starter
Calendly
Send a template email in SendGrid when someone cancels a meeting in Calendly
When someone cancels a meeting in Calendly, send a template 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
- 2
- 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 a template email
- An email from one of the client’s SendGrid dynamic templates, its variables filled from the run. The template sets the subject and content.
- Starts whenSomeone cancels a meetingCalendly
- App stepSend a template email
What each client fills in
- SendGrid: From address
- For example hello@northside.example
- SendGrid: Template ID
- Email API → Dynamic Templates → the template: its ID.
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.
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:
- Connect the client’s Calendly, for “Someone cancels a meeting”
- Connect the client’s SendGrid, for “Send a template email”
- Fill in SendGrid: From address (For example hello@northside.example)
- Fill in SendGrid: Template ID (Email API → Dynamic Templates → the template: its ID)
- 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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