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Calendly Automations

Create tasks in ClickUp using data from Calendly. This is great for creating action plans with your team based on scheduled events.

What you'll need

  • Due to Calendly limitations, you need to have a Calendly Standard Plan or above to use Automations.

  • Automation integrations are available on the Business Plan and above.

Calendly is deprecating V1 API Keys. You'll need to create a personal access token to use Calendly with ClickUp.

Enable and set up Calendly

Before you can set up Calendly, your Workspace owner or admin will need to enable the Automation ClickApp.

Once enabled, you can start using Calendly as a Trigger to automatically create a task with event information.

To set up a Calendly Automation, from a List, Folder, or Space::

    1. Click the Automate button or the lightning bolt icon.
    2. Click Create Automation:
      • Select the Calendly Event Created trigger.
      • Or, from the left sidebar, click Calendly and select an Automation template.
  2. Configure your Trigger, Conditions, and Actions.
    • Select or connect your Calendly account.
    • Copy and paste your Calendly API key into ClickUp.

  3. Click Create.

To edit a connected account, you'll need to remove the account and reconnect it. Removing an account won't break any existing Automations, but the account will no longer be available for any new Automations.

Remove a Calendly account from ClickUp

To remove a Calendly account:

  1. Go to any List, Folder, or Space and click Automate in the upper-right corner.

  2. Select the Browse tab at the top.

  3. Select Calendly from the left sidebar. 

  4. Select the Calendly Automation.

  5. Select your Calendly account from the dropdown.

  6. Hover over your account name and click Remove.

Data mapping

You can map data from your Calendly event directly into a new task by using the dropdown menu next to any field.

Static values are great if you want to do something like assign every new task to a specific person. Dynamic values are great for automatically generating customized task titles, descriptions, and more!