Summary
This guide explains how to integrate Calendly (a popular appointment scheduling application) with Wati using Pabbly Connect. This integration allows you to automatically send notifications to users' mobile phones whenever they book a slot via Calendly.
Note:
While the free versions of Calendly and Pabbly Connect can be used, the Pro versions are recommended for optimal performance and features.
Broadcasts are now Campaigns – same powerful features, updated name!
Instructions
Use Case
Whenever someone books an appointment through Calendly, they receive a notification on their mobile phone.
Integration Steps
Step 1: Configure Calendly Event
In Calendly, edit the event you want to integrate with Wati.
Navigate to Invitee Questions under Additional Options.
Add Phone Number as a question and make it mandatory. This ensures you collect the phone number to send notifications.
Step 2: Create a New Workflow in Pabbly Connect
In Pabbly Connect, create a new workflow by clicking on Create Workflow button.
Search for and select Calendly as the trigger.
Set the trigger event to Invitee Created.
Click Connect and create a connection with your Calendly account.
Step 3: Test the Calendly Connection
Click Save & Send Test Request. The status should change to Waiting for Response.
Go back to Calendly and schedule a meeting with yourself to trigger the event.
Once the meeting is scheduled, the event's metadata will populate in Pabbly Connect.
Step 4: Connect Wati with Pabbly Connect
In the next step of your Pabbly Connect workflow, search for the Wati app.
Connect with your Wati account.
Note: You can find the API Endpoint and Access Token in your Wati Dashboard under API Docs.
Step 5: Set Up the Wati Action
Once the connection is successful, configure the input values for the Wati action:
WhatsApp Number: Select the phone number field from the Calendly trigger.
Template: Choose the appropriate Wati template message.
Campaign Name: Enter a name for the campaign.
Custom Parameters: Add the custom parameters in JSON format.
Here's an example of the JSON format for custom parameters, assuming your template contains three variables: calendly_name, meeting_type, and reschedule_url.
[
{
"name": "calendly_name",
"value": "1. Res3 Resource Name : Integration Tester"
},
{
"name": "meeting_type",
"value": "1. Res2 Resource Name : 30 Minute Meeting"
},
{
"name": "reschedule_url",
"value": "1. Res3 Resource Reschedule Url : https://calendly.com/reschedulings/abc"
}
]
Note: Ensure you provide mappings for all variables in your chosen template.
Step 6: Test the Integration
Click Save & Send Test Request.
You should receive the template message on the mobile number you entered in Step 3.
Congratulations! You have successfully integrated Calendly with Wati. Now, whenever someone books a slot via Calendly, they will automatically receive a notification on their mobile phone.
Frequently Asked Questions (FAQs)
General questions
1. What does the Calendly and Wati integration do?
It automatically sends a WhatsApp notification through Wati whenever someone books an appointment using Calendly.
2. Who should use this integration?
This integration is useful for teams or businesses that want to notify users on WhatsApp when an appointment is booked in Calendly.
3. Do I need paid versions of Calendly or Pabbly Connect?
Free versions can be used, but the Pro versions are recommended for better performance and access to advanced features.
Requirements and setup
4. What information must be collected in Calendly for this integration to work?
You must add Phone Number as a mandatory invitee question in your Calendly event so notifications can be sent.
5. Which trigger is used in Pabbly Connect?
The workflow uses the Calendly trigger event Invitee Created, which fires when an appointment is booked.
6. Where can I find my Wati API endpoint and access token?
Both are available in your Wati dashboard under the API Docs section.
Message configuration
7. What type of WhatsApp message is sent?
The integration sends a WhatsApp template message configured in Wati.
8. What details are required when configuring the Wati action?
You need to provide the WhatsApp number, select a template, enter a campaign name, and map custom parameters in JSON format.
9. Do I need to map all template variables?
Yes. All variables defined in the selected template must be mapped correctly in the custom parameters.
Testing and usage
10. How can I confirm that the integration is working?
After testing the workflow in Pabbly Connect, you should receive the WhatsApp template message on the phone number used during the test booking.