CALENDAR

Frequently Asked Questions

How to trigger an automation flow on calendar appointments?

Change the flow trigger.

Please, open the flow editor and click on the right hamburger icon

If you have existing triggers, you can remove them

And you can add a new trigger by clicking the ‘plus’ icon

The system will show you all the available triggers inside the System. Under the ‘CRM’ tab, you will get the ‘Meeting Scheduled’ trigger.

Please, select and save the setting.

Now, you will see the ‘Meeting Scheduled’ as the trigger

Add the ‘Wait For Amount of Time’ step

Add the ‘Wait For Amount of Time’ step to the flow. You will have the step under the ‘Logic’ section

On the setting window, please select the ‘Wait Till specific Date’ option 

On the ‘Date Till Wait To’ dropdown, you will have the ‘Meeting Time (For Calculation)’ option

Here, you can manage other settings as per your requirement

And finally, save the setting.

Complete the flow with other steps

Please, add all the necessary steps and publish the flow

How to embed Calendly link with your websites?

 Open you project

Please, navigate to the ‘Sites’ on the left menu bar and open your project

Add the ‘Custom Code’ element

Please, choose the location where you want to place the calendar and drag the ‘Custom Code’ element there

Add the embedding code

<iframe src="Your calendar link" style="width:320px;height:630px;"></iframe>

This is the format of the embedded code. Your calendar link will be like `https://calendly.com/abc/zyz"`

When you need specific width and height of the calendar, then use 

`style="width:320px;height:630px;`

You can modify the values as per your requirements

Finally, save and publish the website.

How to trigger a flow by calendar appointment?

 Create a contact flow

Load the flow builder

Navigate to the flow builder by clicking the “Flows” on the left side menu.

Then when you have the flow page open, you will see a link to “Flows” on the top of your page. Please click that. Click on the ‘Create Flow’ button.

The system will pop up a message box, and you will have to select the first option, 'Contacts'. Now, click on the ‘Select’ button.

Drag and drop to build flow

Drag and drop elements on the flow builder to add steps

Change trigger type

Please, click on the hamburger icon on the flow builder.

Click on the trigger link.

Here you will get the list of all the existing inputs.

Please, click on the ‘CRM’ tab and select the ‘Meeting Scheduled’ option.

Save the flow

After completing the design works, please click on the ‘Save’ button.

How to get the calendar link and the integration link also?

Steps to get the calendar link

Please, navigate to the ‘Calendar’ link on the left menu bar

And click on the Settings gear icon

Here, you will get the links of calendar

The first one is for the meeting link, and the second one is for the integration code.

With that integration code, you will be able to add that calendar to your website

Maverick Hyperflow