Introduction
Connect Calendly to Sana to manage your scheduling. View upcoming events and invitees, check your availability schedules and create one-time booking links. In summary, the connector has the following key characteristics:
Category: Productivity
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
List events |
Check availability |
Create scheduling links |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Calendly. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Create invitee no show |
Create scheduling link |
Get event |
List event invitees |
List user availability schedules |
List webhook subscriptions |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions.
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Calendly in the list of available integrations
Scroll to the Available integrations section and locate Calendly.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: Sign in to Calendly and approve the requested scopes
You'll be redirected to Calendly to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 5: Complete the set up
You've successfully connected your Calendly account. Click Continue to complete the setup and start using the connector.