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Calendly Webhook Integration

Prequisites​

  1. Register if you didn't already register on EnterCheck
  2. Register with Calendly if you didn't already register.
note

You need to have an active Calendly Standard, Teams, or Enterprise subscription to use Webhook integrations.

Setting up the Calendly API​

read more here: https://help.calendly.com/hc/en-us/articles/223195488-Getting-started-with-webhooks

  1. Create a new personal access token in Calendly https://calendly.com/integrations/api_webhooks
  2. Copy the token and save it in a safe place.

Integrate the Worklow with Calendly​

  1. Navigate to the workflows page on the EnterCheck portal.
  2. Click on the "Add Workflow" button
  3. Add at least one "Task" to the workflow, for example, "UPDATE_LEAD_DETAILS" will retrieve some data from public sources
  4. Save the Workflow
  5. After creating the workflow, the Triggers section will appear
  6. Add the "Calendly" trigger.
  7. Add the API key from Calendly, in order to create the webhook.

Update the Calendly meeting form​

The form should contain a field which contains the word "company", "yritys", "yrityksen", or "business", in order to be able to match the company name with the company in the EnterCheck system.

Follow the Calendly guide how to modify fields present in the form.

If the form does not contain the company name, the system will try to detect the company name from the email address. This will, however, not work for public email domains.

Possible issues when creating workflow​

  1. Empty tasks can cause an error when saving the workflow
  2. The trigger must be added after the workflow has been saved