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.
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.
Broadcast Name: Enter a name for the broadcast.
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 Information
1. What is the purpose of integrating Calendly with Wati using Pabbly Connect?
→ This integration allows you to automatically send WhatsApp notifications to users when they book an appointment through Calendly.
2. Do I need paid versions of Calendly and Pabbly Connect for this integration?
→ While the free versions of Calendly and Pabbly Connect can be used, the Pro versions are recommended for better performance and advanced features.
3. What is Pabbly Connect?
→ Pabbly Connect is an automation tool that helps integrate different applications without requiring coding. It enables Calendly to trigger Wati notifications automatically.
Setup & Configuration
4. How do I collect phone numbers in Calendly for this integration?
→ In Calendly, go to the event settings, navigate to Invitee Questions under Additional Options, add a Phone Number field, and make it mandatory.
5. How do I create a workflow in Pabbly Connect?
Click Create Workflow in Pabbly Connect.
Select Calendly as the trigger.
Set the trigger event to Invitee Created.
Connect to your Calendly account.
6. How do I connect Wati with Pabbly Connect?
In your Pabbly Connect workflow, search for the WATI app.
Connect your Wati account.
Retrieve your API Endpoint and Access Token from the Wati Dashboard under API Docs.
Troubleshooting
7. Why am I not receiving notifications after setting up the integration?
Ensure that the Phone Number field is mandatory in Calendly.
Verify that the Pabbly Connect workflow is active.
Check if the correct Wati API credentials are used.
Run a test request in Pabbly Connect to confirm data flow.
8. What should I do if the Pabbly Connect trigger is not capturing Calendly events?
Click Save & Send Test Request in Pabbly Connect.
Manually book a test appointment in Calendly to trigger the event.
Check if your Calendly account is properly connected.
9. How do I resolve incorrect or missing variable mappings in Wati messages?
Ensure that your selected Wati template includes placeholders for all required variables.
Verify that custom parameters are formatted correctly in JSON.
Customization & Advanced Use
10. Can I customize the WhatsApp message sent through Wati?
→ Yes, you can customize the template message in Wati and use dynamic variables for personalization.
11. How do I add additional data to the Wati message?
→ Use the Custom Parameters section in Pabbly Connect to define additional variables in JSON format.
12. Can I send different messages based on the type of meeting scheduled?
→ Yes, you can create multiple workflows in Pabbly Connect with conditions based on the meeting type and select different Wati templates accordingly.