Overview
The integration between GUIDEcx and Calendly enables seamless scheduling and management of meetings within GUIDEcx projects.
When a GUIDEcx project is created, the integration creates a project-specific Calendly invite URL and adds it to the merge tag configured in Recipe Builder.
When the assignee receives the task assignment email from GUIDEcx, clicks the link, and schedules a meeting in Calendly, the integration will automatically update the task status and add the meeting details (e.g. meeting time, questions & answers, guests, call link, etc.) to the task as an internal-only Note.
Note: These recipes use Calendly's Webhooks, which require a Professional, Teams, or Enterprise tier Calendly Account.
Understanding the GUIDEcx/Calendly integration
The GUIDEcx/Calendly integration consists of 3 recipes.
The Retrieve Calendly User and Organization URI recipe is a single-use utility designed to aid in the setup of the Calendly - Process Calendar Event Bookings recipe.
The Calendly - Create Calendar URL for Project and Calendly - Process Calendar Event Bookings recipes are paired with a custom merge tag for each task in a GUIDEcx template that uses the integration.
Note: Before starting the integration, you'll want to create a custom merge tag that will be used to populate the calendly link in the description of the task you want to automate.
Setting Up the Calendly Integration
Follow these steps to set up the Calendly integration in Recipe Builder:
Ensure that you have a GUIDEcx Connection set up in Recipe Builder.
Obtain a Personal Access Token for your Calendly account:
Follow these steps to create a Personal Access Token in Calendly. Refer to Calendly's documentation for further details:
Select "Get a token now" under personal access tokens.
Name the token (i.e. "GUIDEcx Integration") and select the "Create token" button.
Copy the token and save it somewhere secure for use later.
Install the Recipes.
In the recipes tab, search for the following recipes by name and hit enter to return the search results by recipe instead of application.Retrieve Calendly User and Org for GUIDEcx
Create Calendly URL for GUIDEcx Project
Process Calendly event bookings for GUIDEcx
When setting up the Calendly connection, select "Personal Access Token" as the authentication type.
Paste the Personal access Token you previously created to connect Calendly to Recipe Builder
Set up the Recipes.
Refer to the individual articles for instructions on how to set up the recipes: