Starter
Calendly
Create an item in monday.com when someone books a meeting in Calendly
When someone books a meeting in Calendly, create an item in monday.com.
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 books 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 books a meeting
- A new booking on the account’s Calendly, within seconds.
- Create an item
- An item on a board, named. Columns are set on the board’s defaults.
- Starts whenSomeone books a meetingCalendly
- App stepNamed after the invitee
What each client fills in
- monday.com: Board ID
- For example the number in the board’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.
In the client’s monday.com: avatar → Developers → My access tokens → Show → copy.
After you install it
It lands switched off. The client’s checklist holds exactly this:
- Connect the client’s Calendly, for “Someone books a meeting”
- Connect the client’s monday.com, for “Create an item”
- Fill in monday.com: Board ID (For example the number in the board’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.
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