Full list

Supported Triggers & Actions

Everything you can automate between Basedash and Calendly.

When this happensTriggers

A trigger is an event that starts a workflow.

New Insight Created

New Insight Created

Runs when a new insight is created in a chosen organization.

New Meeting Book or Invitee Created

New Meeting Book or Invitee Created

Triggers when someone books a meeting for any event type.

Invitee Canceled

Invitee Canceled

Trigger when an invitee cancels a scheduled event

Invitee No Show Created

Invitee No Show Created

Trigger when an invitee is marked as no-show.

When a meeting is scheduled, rescheduled, or canceled

When a meeting is scheduled, rescheduled, or canceled

Update polling logic to reduce duplicate trigger hits.

New Routing Form Submission

New Routing Form Submission

Triggers when a new routing form submission is created.

Do thisActions

Action is the task that follows automatically within your Basedash integrations.

Ask a Question

Ask a Question

Ask Basedash AI about your data and get answer, charts and chat info. Select organization and optional wait time.

Get Chat Message

Get Chat Message

Get a chat message, including the assistant answer and its status.

Send Follow-Up Message

Send Follow-Up Message

Send a follow-up question in a chosen chat and get the assistant's answer; set an optional wait time.

Run Automation

Run Automation

Start a manual run of a selected automation.

Get Insight

Get Insight

Retrieve an insight's text, chart details, and raw chart data; choose organization, insight, and raw data paging.

Generate Insight

Generate Insight

Queue generation of a new AI insight for an organization.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Learn how to automate Basedash and Calendly workflows.

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Frequently Asked Questions

How do I connect Basedash and Calendly?

Sign up for a free viaSocket account, then authorize both your Basedash and Calendly accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Basedash and Calendly as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Basedash to Calendly?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Calendly. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Basedash triggers actions in Calendly, and a separate workflow where Calendly triggers actions in Basedash. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Basedash and Calendly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Basedash and Calendly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.