Connect Calendly and PDFMonkey to Build Intelligent Automations
Choose a Trigger
When this happens...
New Meeting Book or Invitee Created
Invitee Canceled
Invitee No Show Created
When new meetings Booked Canceled or Rescheduled
New Routing Form Submission
Choose an Action
Automatically do this!
Generate Document
Delete Document
Find Document
Ready to use Calendly and PDFMonkey automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Meeting Book or Invitee Created
Triggers when someone books a meeting for any event type.
Invitee Canceled
Trigger when an invitee cancels a scheduled event
Invitee No Show Created
Trigger when an invitee is marked as no-show.
When new meetings Booked Canceled or Rescheduled
Triggers when someone books, cancels, or reschedules a meeting for any event type.
New Routing Form Submission
Triggers when a new routing form submission is created.
New PDF Generated Successfully
Triggered when a new PDF document is successfully generated.
Do thisActions
Action is the task that follows automatically within your Calendly integrations.
Create Scheduling Link
Creates a scheduling link.
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Mark Invitee as No Show
Marks a specific invitee as no show.
Create One-Off Meeting in Calendly
Creates a new One-Off Meeting in Calendly.
Get current user
Returns basic information about your user account.
Generate Document
Creates a new PDF document from a template using provided data.
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Step by step guides to integrate Calendly and PDFMonkey
Frequently Asked Questions
To start, connect both your Calendly and PDFMonkey accounts to viaSocket. Once connected, you can set up a workflow where an event in Calendly triggers actions in PDFMonkey (or vice versa).
Absolutely. You can customize how Calendly data is recorded in PDFMonkey. This includes choosing which data fields go into which fields of PDFMonkey, setting up custom formats, and filtering out unwanted information.
The data sync between Calendly and PDFMonkey typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Calendly and PDFMonkey. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Calendly
Calendly helps you schedule meetings without the back-and-forth emails. It integrates with your calendar to automatically update your availability and sends out reminders to ensure no one misses a meeting.
Learn MoreAbout PDFMonkey
PDFMonkey is a powerful tool designed to automate the creation of PDF documents. It allows users to generate PDFs from templates using data from various sources, making it ideal for businesses that need to produce invoices, reports, contracts, and other documents efficiently. With its easy-to-use interface and robust API, PDFMonkey streamlines document generation processes, saving time and reducing errors.
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