- How to automatically track canceled Calendly events into a Google Sheets document
- 1. Set the Calendly trigger as “Event canceled”
- 2. Add the “Add row to sheet” step in Google Sheets
- 3. Activate your playbook
- Learn more about integrating with Calendly and Google Sheets
- Related blog posts
- More how-to guides featuring Calendly and Google Sheets
How to automatically track canceled Calendly events into a Google Sheets document
Set the Calendly trigger as “Event canceled”
Add the Calendly trigger to initiate your playbook's actions before canceling an event.
To do this, click "Add trigger" in your playbook. Select the "Event canceled" trigger option from the dropdown menu under Calendly. It will enable your playbook to identify newly canceled events and trigger necessary actions automatically.
If you have yet to connect your Calendly account to Relay.app, a prompt will guide you through the connection process.
Add the “Add row to sheet” step in Google Sheets
Integrate the Google Sheets automation to instantly track Calendly events.
Select "Add Step" and then find the "Add row to sheet" automation for Google Sheets. Enter all the required details, including the Cancelation date, End date/time, Event type, Guest, ID of event in synced, Invitee email, Invitee first name, Invitee last name, Invitee name, Invitee time zone, Name, Organizer email, Organizer name, Organizer time zone, and Start date.
If you still need to connect your Google Sheets account to Relay.app, you will be prompted to complete that connection. Ensure that you allow the necessary permissions for Relay.app to add a row to a sheet through your Google Sheets account.
Activate your playbook
Activating your playbook is the last step. Once you turn it on, the playbook automatically tracks canceled Calendly events into Google Sheets without manual intervention.
To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together.