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Step Guide: Calendly Booking

Business Systems

Start a workflow when a Calendly meeting is booked or canceled

Overview

The Calendly Booking trigger starts a new run whenever an invitee books or cancels a meeting on your connected Calendly account. It is a starting step: place it at the top of the workflow, and the booking details flow into the steps that follow. Requires a connected Calendly account.

Calendly Booking

Start a run when a Calendly meeting is booked or canceled. The booking details become the trigger output: the invitee name and email, the event name, start and end times, the cancel and reschedule links, the booking status, and any answers the invitee gave to your booking questions.

  • Send a personalized welcome email the moment a meeting is booked
  • Create or update a contact in your CRM from the booking details
  • Generate a prep document for the host before the meeting
  • Kick off a follow-up sequence when a meeting is canceled

Turn the trigger on in the step settings and choose which events to react to: booked, canceled, or both. Formt creates the Calendly webhook for you, so there is no link to copy. When a matching booking happens, the run starts and later steps can read the booking with references like the invitee email or the event start time.

Tips
  • Branch on the booking status so a cancellation runs different steps than a new booking
  • Add booking questions in Calendly to collect the details your workflow needs up front

Frequently Asked Questions

Do I need to paste a webhook URL into Calendly?
No. When you turn the trigger on, Formt sets up the Calendly webhook for you. Turning it off removes the webhook again.
Which bookings start a run?
Bookings on the Calendly account you connected. You choose whether new bookings, cancellations, or both start a run.
What booking details can later steps use?
The invitee name and email, the event name, the start and end times, the cancel and reschedule links, the booking status, and the answers to any booking questions you set up in Calendly.
Does this work on a free Calendly plan?
Calendly webhooks require a paid Calendly plan. Connect an account on a qualifying plan to use the trigger.