- How to automatically send a direct message on Slack for each new event scheduled in Calendly
- 1. Set the Calendly trigger as “Event scheduled”
- 2. Add the “Send DM” step in Slack
- 3. Activate your playbook
- Learn more about integrating with Calendly and Slack
- Related blog posts
- More how-to guides featuring Calendly and Slack
How to automatically send a direct message on Slack for each new event scheduled in Calendly
Set the Calendly trigger as “Event scheduled”
Add the Calendly trigger to initiate your playbook's actions when an event is scheduled.
To do this, click "Add trigger" in your playbook. Select the "Event scheduled" trigger option from the dropdown menu under Calendly. It will enable your playbook to automatically identify newly scheduled events and trigger necessary actions.
If you still need to connect your Calendly account to Relay.app, a prompt will guide you through the connection process.
Add the “Send DM” step in Slack
Integrate Slack automation into your playbook to ensure that you receive timely updates on the scheduled events.
Select "Add Step" and then find the "Send DM" automation for Slack. Enter all the required details, including the receiver's name and the body of the message containing detailed information.
If you still need to connect your Slack account to Relay.app, you will be prompted to complete that connection. Ensure you allow the necessary permissions for Relay.app to send direct messages through your Slack account.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically send a direct message on Slack for each new event scheduled in Calendly without requiring manual intervention.
To activate your playbook, click the toggle button in the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.