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How to connect GoCanvas and Calendly
Create a New Scenario to Connect GoCanvas and Calendly
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 GoCanvas, triggered by another scenario, or executed manually (for testing purposes). In most cases, GoCanvas or Calendly will be your first step. To do this, click "Choose an app," find GoCanvas or Calendly, and select the appropriate trigger to start the scenario.
Add the GoCanvas Node
Select the GoCanvas node from the app selection panel on the right.
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Configure the GoCanvas
Click on the GoCanvas node to configure it. You can modify the GoCanvas URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Calendly Node
Next, click the plus (+) icon on the GoCanvas node, select Calendly from the list of available apps, and choose the action you need from the list of nodes within Calendly.
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Authenticate Calendly
Now, click the Calendly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Calendly settings. Authentication allows you to use Calendly through Latenode.
Configure the GoCanvas and Calendly 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 GoCanvas and Calendly 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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Save and Activate the Scenario
After configuring GoCanvas, Calendly, 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 GoCanvas and Calendly integration works as expected. Depending on your setup, data should flow between GoCanvas and Calendly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect GoCanvas and Calendly
GoCanvas + Calendly + Slack: When a new GoCanvas submission is received, check if the submission indicates a failure. If it does, automatically schedule a follow-up meeting via Calendly and notify the relevant team in Slack with details of the failed inspection and the scheduled meeting.
Calendly + GoCanvas + Google Sheets: When a new Calendly invitee is created, log the booking details into a Google Sheet. Then, automatically pre-fill a GoCanvas form with the invitee and booking information from Calendly and Google Sheets.
GoCanvas and Calendly integration alternatives
About GoCanvas
Use GoCanvas with Latenode to automate data capture from mobile forms into your workflows. Integrate field data directly into databases or CRMs. Trigger follow-up actions based on form submissions, like generating reports or sending notifications. Simplify field operations and improve data accuracy inside Latenode’s visual environment.
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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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FAQ GoCanvas and Calendly
How can I connect my GoCanvas account to Calendly using Latenode?
To connect your GoCanvas account to Calendly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select GoCanvas and click on "Connect".
- Authenticate your GoCanvas and Calendly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate follow-ups after a GoCanvas inspection?
Yes! With Latenode, trigger Calendly invites based on GoCanvas inspection results. Automate reminders, and personalize follow-ups, enhancing customer experience and efficiency.
What types of tasks can I perform by integrating GoCanvas with Calendly?
Integrating GoCanvas with Calendly allows you to perform various tasks, including:
- Schedule follow-up calls based on inspection outcomes.
- Automatically send reminder emails for upcoming appointments.
- Create GoCanvas tasks from new Calendly booking data.
- Update GoCanvas records when a meeting is rescheduled.
- Generate reports on inspections linked to appointment times.
How can I use GoCanvas data in scheduled Calendly meetings?
Latenode allows pre-filling Calendly booking forms with data from GoCanvas, providing personalized meeting context and improving information flow.
Are there any limitations to the GoCanvas and Calendly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex GoCanvas calculations might require custom JavaScript.
- Real-time synchronization depends on the API limits of both apps.
- Advanced filtering requires familiarity with Latenode's expression language.
