Recipe Overview
This recipe takes a Calendly event URL and creates a project-specific URL with it. That URL is then populated as a custom merge tag into a GUIDEcx project, allowing you to add the merge tag at the template level, and automatically fill in the URL when the project is created.
Note: To use this integration multiple times within the same template, you will need to clone this recipe and the corresponding Calendly - Process Calendar Event Bookings recipe and have a unique merge tag for each pairing.
Pairings are identified with a "Special Phrase" set up in the configuration parameters of the recipe. For more information see the Special Phrase section of the setup.
Integration Setup
Create Custom Merge Tag within GUIDEcx for Calendly URL
Follow the steps below to create a custom merge tag:
Navigate to the Custom Fields Tab in the Company Details page.
Select + Add Custom Field.
Name the Tag something identifiable.
Check the "Make Merge Tag" box.
Save Custom Field.
Installing the Recipe
Follow the steps outlined in the video below to install the recipe:
Configuring Individual Steps
Step 2 (Execute Python Code)
In Step 2, select the GUIDEcx API Token Field and enter your instance's API Token.
Configuration Parameters
This recipe requires parameters to be configured before it can run successfully. Scroll to the bottom of the recipe and click configuration parameters to finish setting up the recipe.
Special Phrase
The "Special Phrase" setting in the Configuration Parameters is used to identify the corresponding Calendly - Process Calendar Event Bookings recipe. This allows you to use the same Calendly event URL for both GUIDEcx Projects and non-GUIDEcx meetings.
Warning: Using spaces in the Special Phrase will cause errors when running the recipe.
If you want to use this integration multiple times within the same template, you will need to clone this recipe and the corresponding Calendly - Process Calendar Event Bookings recipe and have a unique merge tag for each pairing.
For example, if you have a Calendly event URL in your Calendly account named "30 Minute Meeting" that you want to use in GUIDEcx projects for both a Kickoff Call and a Go-Live Prep Call, you would clone the two recipes and create two GUIDEcx custom merge tags. You would then define a unique special phrase for each pair of recipes such as "kickoff" or "go-live-prep" for example.
Calendly URL
Paste your Calendly event URL into this field
Custom Merge Tag ID
Follow these steps to retrieve and paste the ID for the custom merge tag that will be used in the task instructions.
Within GUIDEcx, navigate to the Custom Fields tab within Company Details.
Click on your custom merge tag created for this recipe.
Copy the 32-Digit 'custom-field-id' from the browser URL.
Paste the ID into the recipe.
Starting the Recipe
From within Recipe Builder, click the 3-dot menu to the right of each of the three recipes and select "Start Recipe".
Recipe Testing
Follow these steps to test the recipe:
Add the Custom Merge Tag created for the recipe to a task description in a GUIDEcx Template and create a project with the template.
Within the Custom Fields tab of the project. The custom merge tag should be populated with a link. The link will be your regular Calendly event URL, with the project ID and your “special phrase” included.