Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To notify your team on Slack about new bookings, you will first need to access Pabbly Connect. If you are an existing user, simply open your workflow. For new users, go to your browser and search for pabbl.com/connect to reach the landing page.

On the top right corner, click on the “Sign Up for Free” option to create an account. This will allow you to explore Pabbly Connect with a free trial. Once you are familiar with its features, you can opt for a subscription plan using a discount coupon code provided on the platform.

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2. Setting Up the Trigger for New Bookings

In this step, you will set up a trigger in Pabbly Connect to capture new bookings from Calendarly. Click on the “Add Trigger” button and search for “Calendarly” to select it as your trigger application.

• Choose the event as “Invite Created”.
• Decide whether to choose organization or user; select user.
• Click “Connect” to establish the connection.

If you have previously connected Calendarly to Pabbly Connect, select the existing connection. Otherwise, click on “Add New Connection” and log into your Calendarly account to establish the connection.

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3. Capturing the Webhook Response

Once your connection is set, click on the “Save and Send Test Request” button. Ensure that you have a Calendarly Pro plan to utilize this integration. Pabbly Connect will then wait for a webhook response.

To capture this response, copy the provided link and book a test appointment. Choose your desired date and time, fill in the necessary details, and click on “Schedule Event”. This action will trigger Pabbly Connect to capture the response from Calendarly.

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4. Notifying Your Team on Slack

With the webhook response captured, the next step is to notify your team on Slack. Click on “Add New Action Step” and search for “Slack” as your action application. Select “Send Channel Message” as the event.

• If you have an existing connection, select it; otherwise, create a new connection.
• Choose the token type as either user or bot based on your requirements.
• Click “Allow” to grant necessary permissions.

Now, select the channel ID where you want to send booking notifications. You can customize the message to include details such as the name, booking URL, and scheduled date and time.

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5. Finalizing the Integration and Testing

After setting up the message, it’s time to format the date and time for better readability. Use Pabbly Connect’s DateTime Formatter feature to convert the date into a simpler format.

Map the start date and time from the previous step and select the appropriate time zones. Once all details are mapped, click on “Save and Send Test Request” to finalize the integration. Pabbly Connect will now send notifications to Slack whenever a new booking is made.

To test the integration, book another appointment using Calendarly. You should see the notification appear in your Slack channel almost instantly, confirming that your setup is working correctly.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to notify your team on Slack about new bookings. This integration streamlines communication and ensures your team stays informed in real-time. Try it out to enhance your workflow and improve team collaboration!