- How to send Teams messages for new Calendly events
- 1. Create your playbook and set the Calendly trigger as "Event scheduled"
- 2. Add the "Send message" in Teams automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Calendly and Teams
- Related blog posts
- More how-to guides featuring Calendly and Teams
How to send Teams messages for new Calendly events
Create your playbook and set the Calendly trigger as "Event scheduled"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.
To setup this playbook, click "Add trigger" and then select "Event scheduled" under Calendly. Then, select details like event type and additional event types. This will allow your playbook to automatically detect the scheduled event and initiate necessary actions.
If this is your first time using a Calendly integration in Relay.app, a prompt will guide you through the connection process.
Add the "Send message" in Teams automation
Integrate the Teams automation into your playbook to ensure the prompt sending of a message in Teams whenever a new event is scheduled in Calendly.
Click the "Add step" button, then locate the "Send message" automation for Teams and input the mandatory and relevant details.
If your Teams account isn't already connected 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 Teams account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the sending of a message in Teams. Once turned on, it will respond whenever a new event is scheduled in Calendly by sending a message to Teams 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 and reminders are being sent correctly.