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How to connect Calendly and Userback
Create a New Scenario to Connect Calendly and Userback
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Calendly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Calendly or Userback will be your first step. To do this, click "Choose an app," find Calendly or Userback, and select the appropriate trigger to start the scenario.
Add the Calendly Node
Select the Calendly node from the app selection panel on the right.
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Configure the Calendly
Click on the Calendly node to configure it. You can modify the Calendly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Userback Node
Next, click the plus (+) icon on the Calendly node, select Userback from the list of available apps, and choose the action you need from the list of nodes within Userback.
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Authenticate Userback
Now, click the Userback node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Userback settings. Authentication allows you to use Userback through Latenode.
Configure the Calendly and Userback Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Calendly and Userback Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Userback
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Calendly, Userback, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Calendly and Userback integration works as expected. Depending on your setup, data should flow between Calendly and Userback (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Calendly and Userback
Calendly + Userback + Slack: When a new Calendly invitee is created, a feedback request is created in Userback, and a notification is sent to a Slack channel.
Userback + Calendly + Google Sheets: When new feedback is created in Userback, the feedback details and corresponding Calendly event details are logged into a Google Sheet for analysis.
Calendly and Userback integration alternatives
About Calendly
Automate meeting scheduling with Calendly in Latenode. Trigger workflows based on new bookings or cancellations. Automatically update CRMs, send personalized follow-ups, or manage team calendars, freeing up valuable time. Latenode adds flexible logic and integrations Calendly lacks, all visually and affordably.
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About Userback
Use Userback in Latenode to automate feedback loops. Collect user feedback, then trigger actions based on sentiment or keywords. Route bug reports, feature requests, and support queries directly into your workflows. Close the loop faster and with greater accuracy than standalone solutions.
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See how Latenode works
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FAQ Calendly and Userback
How can I connect my Calendly account to Userback using Latenode?
To connect your Calendly account to Userback on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Calendly and click on "Connect".
- Authenticate your Calendly and Userback accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Userback tickets from new Calendly events?
Yes, you can! Latenode's visual editor simplifies this, automatically creating Userback tickets, ensuring immediate feedback capture and action from scheduled meetings. This saves time and improves response efficiency.
What types of tasks can I perform by integrating Calendly with Userback?
Integrating Calendly with Userback allows you to perform various tasks, including:
- Automatically create Userback tickets for specific Calendly event types.
- Send personalized thank-you notes in Userback after Calendly meetings.
- Track user feedback related to scheduled Calendly appointments.
- Update Userback ticket status based on Calendly event outcomes.
- Trigger internal notifications in Userback upon new Calendly bookings.
Can I filter Calendly events based on specific criteria in Latenode?
Yes, Latenode enables filtering Calendly events using JavaScript code, allowing precise workflow triggering based on meeting details, enhancing data control.
Are there any limitations to the Calendly and Userback integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- Real-time synchronization is subject to the API limits of both platforms.
- Historical data migration between Calendly and Userback is not directly supported.
