In this documentation you will learn how to connect your Calendly account to UChat and then learn how to use the Calendly canceled trigger.
Step-by-Step Guide to Integrating Calendly with Uchat
Step 1: Navigate to the Integration Section
Go to your Uchat dashboard.
On the left-hand side menu, under the "Integrations" section, click on Calendly.
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Step 2: Connect Your Calendly Account
Click the Connect Calendly Account button.
This will open a new window where you'll be prompted to log into your Calendly account.
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Step 3: Log Into Your Calendly Account
Enter your email address and click Continue.
Alternatively, you can log in using your Google or Microsoft account.
Step 4: Verify Connection and Webhook Status
Once connected, you will see your Calendly account listed with your schedule URL and the webhook status.
Important: You need to ensure that you have a paid Calendly account for the webhooks to work correctly.
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Step-by-Step Guide to use the Calendly Booked Trigger in UChat
Step 1: Accessing the Trigger Menu
Navigate to your desired chatbot within UChat. On the left panel, go to Triggers under the Automation section, then click + New Trigger and select Calendly Booked.
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Step 2: Set up your trigger:
Define the conditions under which the trigger will activate. For example, you can choose to trigger this event when a specific event type is scheduled.
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Step 3: Configure the trigger’s action:
In this section, you can set up actions that will be taken when the event is triggered.
For example, you might want to send a notification to a team member through a subflow or trigger a flow with an automatic response to the user who scheduled.
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Use the JSON SELECT function (optional):
Within your workflow, you can use the JSON SELECT function to map variables and data as required.
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Customize the mapping according to the needs of your specific automation.
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Note: for the triggers to work, the initial scheduling must have been done through uchat itself, using the scheduling button in a flow like the example below. This way, when the cancellation trigger is fired, it will start the selected subflow in relation to the bot user who made the initial schedule. To access a tutorial that explains how to do this in your flow, access the documentation link below:
Calendly & Calendly Booking URL
Example of schedule flow:
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If you need further assistance, please submit a ticket at ticket@uchat.com.au