Using Calendly actions in action flows

Before you can include external actions in your action flows, you must connect the action builder to the external system.


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Summary: ◀▼
You can connect Calendly to action flows to automate scheduling tasks like creating invitations, generating single-use links, and retrieving event or user details. Use a dedicated service account for connections and review permissions carefully. Available actions include booking events, listing event types, and searching scheduled events, helping you streamline calendar management within your workflows.


By connecting the action builder to external systems, such as Calendly, admins
can integrate Zendesk with external systems in automated workflows, improving
collaboration and maintaining a seamless experience across multiple platforms.
Note: The steps associated with external systems in action flows are
referred to collectively as external actions.

This article contains the following topics:
Connecting Calendly to action builder
Using Calendly actions in action flows




Connecting Calendly to action builder

Before you can include external actions in your action flows, you must connect the
action builder to the external system.
When connecting to external systems for use in action flows, the following best practices are recommended:
All external actions performed by an action flow are attributed to the user who connected the
external system. Therefore, it's a best practice to use a dedicated service
account rather than personal credentials when connecting to each external
system.
All integrations request access to necessary scopes. However, it's important that you review and validate the scopes before authorizing the connection to the external system.
When managing credentials for API key-based tools, such as OpenAI, it's best to store keys in a secure vault or credential manager.



To connect action builder to Calendly
In Admin Center, click
Apps and integrations in the sidebar, then select Actions > Action
flows.

Create or edit an action flow.
Open the step sidebar.
Under External actions, click Calendly.
Click Connect.
Follow the Calendly prompts to authenticate and complete the
connection. The Calendly connection uses OAuth 2.0 authentication with
the authorization code grant type. When you connect Calendly to action
builder, you will be redirected to Calendly to authorize the connection.
The connector will receive an access token that allows action flows to
perform operations on your behalf.
Review the requested
permissions carefully before authorizing the connection. Calendly will
use the default scopes configured for API integrations, which typically
include read and write access to your event types, scheduled events, and
user information.

Note: All external actions
performed by an action flow are attributed to the user who connected the
external system. Therefore, it is a best practice to use a dedicated
service account rather than personal credentials when connecting to each
external system.



After you've connected to the system, you'll see an indicator that it's connected and
details about the instance you're connected to, as well as the actions available for
Calendly.



Using Calendly actions in action flows

The following Calendly actions are available:
Create invitation
Create single-use scheduling
link
List event types
Lookup current
user
Lookup event type
Lookup scheduled
event
Lookup user
Search scheduled
events




Creating an invitation

Use the Create invitation action to book an invitee directly for a
Calendly event type without redirects or iframes. This action requires a paid
Calendly plan.
This action has the following inputs and outputs:










Variables




Inputs
Required: Event type, Start
time, Invitee email,
Invitee timezone, Invitee
name, Location
type Optional: Invitee SMS reminder
number, Guest emails,
Location, UTM
campaign, UTM source,
UTM medium, UTM
content, UTM term,
Salesforce UUID
The Start
time field accepts dates in YYYY-MM-DD HH:mm format (for
example: 2026-05-20 09:00). The Location type is
dynamically loaded based on the selected event
type.



Output
Invitee details including URI, email, name, status,
timezone, event, timestamps, cancel URL, reschedule URL,
tracking information, questions and answers, cancellation
details, payment information, and no-show status.








Creating a single-use scheduling link

Use the Create single-use scheduling link action to generate a single-use
scheduling link for a specific event type. The link can only be used once to
book a meeting.
This action has the following inputs and outputs:










Variables




Inputs
Required: Event type



Output
Booking URL, owner, and owner type








Listing event types

Use the List event types action to retrieve a list of event types visible
to the authenticated user.
This action has the following inputs and outputs:










Variables




Inputs
Optional: User,
Organization, Active,
Count, Next page
token, Previous page token The
Count field accepts a maximum of 100 results per page.
Use the pagination tokens to retrieve additional pages
of results.



Output
Array of event types containing URI, name, slug,
scheduling URL, duration, kind, type, color, active status,
and booking method, with pagination details.








Looking up the current user

Use the Lookup current user action to retrieve information about the
currently authenticated Calendly user.
This action has the following inputs and outputs:










Variables




Inputs
None


Output
User details including URI, name, slug, email, scheduling
URL, timezone, avatar URL, timestamps, current organization,
resource type, and locale.








Looking up an event type

Use the Lookup event type action to retrieve detailed information about a
specific Calendly event type, including its locations, duration, custom
questions, and scheduling URL.
This action has the following inputs and outputs:










Variables




Inputs
Required: Event type



Output
Event type details including URI, name, active status,
booking method, slug, scheduling URL, duration, duration
options, kind, type, color, timestamps, descriptions,
locations, custom questions, and configuration
settings.








Looking up a scheduled event

Use the Lookup scheduled event action to retrieve details about a specific
scheduled event by its UUID.
This action has the following inputs and outputs:










Variables




Inputs
Required: Event UUID



Output
Scheduled event details including URI, name, status,
start time, end time, event type, location, invitees
counter, timestamps, event memberships, and event
guests.








Looking up a user

Use the Lookup user action to look up a Calendly user by their email
address or UUID.
This action has the following inputs and outputs:










Variables




Inputs
Required: Email or UUID



Output
User details including URI, name, slug, email, scheduling
URL, timezone, avatar URL, timestamps, current organization,
resource type, and locale.








Searching scheduled events

Use the Search scheduled events action to retrieve scheduled events for
the authenticated user with optional filtering by invitee email, user, date
range, or status.
This action has the following inputs and outputs:










Variables




Inputs

Optional: User,
Organization,
Status, Start date
from, Start date to,
Count, Next page
token, Previous page
token, Invitee email
The Start date from and Start date to fields accept dates
in YYYY-MM-DD HH:mm format (for example: 2026-05-01
09:00). The Status field defaults to active if not
specified. The Count field accepts a maximum of 100
results per page.



Output
Array of scheduled events containing URI, name, status,
start time, end time, event type, location, invitees
counter, timestamps, event memberships, event guests, and
meeting notes, with pagination details.








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