How to automatically track new Calendly events in Airtable
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 “Add record” step in Airtable
Integrate the Airtable automation into your playbook to ensure the prompt addition of a new record to the table.
Click the "Add step" button, then locate the "Add record" automation for Airtable and input the mandatory and relevant details.
If you still need to connect your Airtable account to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Airtable account.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically track new Calendly events in Airtable 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.