Calendly Integration

Calendly is a scheduling tool to help you schedule meetings without the back-and-forth emails. Below are ways you can use OnVoard's integration with Calendly .

Data from Calendly to OnVoard

1) Trigger Sending Action

Automatically send survey, review request, or interview request to Calendly users who have completed events

2) Fetch Pulse Data

Fetch number of Calendly events and use it for pulse notifications.


1) Trigger Sending Action

The concept to trigger sending action for survey, review request, and interview request are the same. 

In this example, we will show how you can trigger sending action to Calendly users who have completed event. 

  • If you haven't setup survey, follow guide to setup one-click email survey.
  • Go to connections page and connect to your Calendly account.
  • Go to triggers page and add a new trigger. In this example, we'll select Send Survey action.
  • Select Calendly (Events)  for trigger type. 
  • Once setup, we will automatically send survey to new users who have completed event.

2) Fetch Pulse Data

You can fetch number of Calendly events and use it for pulse notifications.

  • Go to connections page and connect to your Calendly account.
  • Go to pulses page and add a new pulse. For pulse type, select Calendly (Events)
  • After you have setup pulse, you can use it to setup notifiers.