Integrate Calendly scheduling with your boards in Aptly wherever you need to schedule tours or appointments. You’ll need a paid Calendly account in order to integrate.
In this article, you will learn:
How to set up Calendly Integration
Frequently Asked Questions
How to Set Up Your Calendly Integration
Below are our step-by-step instructions for integrating your paid Calendly account with your workflow boards..
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NOTE: Only users with roles of Admin or Owners in Calendly will have the appropriate permissions to update the API settings.
In a new tab, log into your Calendly account. Go to Integrations and then click on API and Webbooks.
From there, you will need to generate a new personal access token by clicking Get a token now.
Label your access token Aptly and click Create Token. Copy your token and save it to a notepad for future reference especially if you will connect your Calendly account to multiple boards.You will not be able to access it again.
Log into Aptly and navigate to a board where you want to connect Calendly.
Click Card Sources from the Board Menu on the left.
Select Calendly from the list of sources.
Paste the Calendly token into the Calendly Access Token field in Aptly. Click Connect.
Once connected, Calendly will show as ON in Card Sources.
Once saved, you can choose different Calendly events to enable and what stages you want them in. You can also choose which calendars you want your events to be scheduled on.
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Use the same token for all Calendly configured boards. You can have different events toggled on for different boards/use cases.
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To link a Calendly event to a card field, ensure the Field Type is Link to Events. There should only be one Link to Events field. Learn more about card fields and settings here.
Frequently Asked Questions
Why isn’t my card moving to the right stage after a Calendly event is scheduled?
There could be a few of reasons why it’s not moving. Be sure to check the following:
You must have a paid Calendly account for the integration to work as expected.
Link to Events field - Make sure that you have a Link to Events field on the card. There can only be 1 Link to Events field. If there is more than one, the event will not show on the card.
Calendly settings - Have you selected the stage where you want the cards to go? You can have a new card created for every scheduled Calendly event or you can Update an existing card.
The email of the submitted Calendly event needs to match the email address on the card in Aptly if you expect the card to move to a stage.
Where do the Calendly event fields populate on a card?
When a new event is scheduled, it will populate different fields on the card:
Link to Events
Description (Calendly Event Description - this field can be renamed to identify the calendly field)
Calendly questions will be created if the field does not already exist.
