Using Calendly actions in action flows

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<p id="docs-hc-snippet" style="display: none;">Before you can include external actions in your action flows, you must connect the action builder to the external system.</p>
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<p id="docs-ai-summary-toggle">Summary: <span id="up-triangle">◀</span><span id="down-triangle">▼</span></p>
<p id="docs-ai-summary-content">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.</p>
</div>
<div class="body">
<div class="p">By connecting the <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8855513857306" target="_blank">action builder</a> 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.<div class="note" id="zug_action_flow_external_Calendly__note_i2z_jtz_v3c">
<span class="notetitle">Note:</span> The steps associated with external systems in action flows are
referred to collectively as <em class="ph i">external actions</em>.</div>
</div>
<div class="p">This article contains the following topics:<ul class="ul" id="zug_action_flow_external_Calendly__ul_ysp_sn4_zgc">
<li class="li"><a class="xref" href="#topic_fcs_gtn_g3c">Connecting Calendly to action builder</a></li>
<li class="li"><a class="xref" href="#topic_z1q_htn_g3c">Using Calendly actions in action flows</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_fcs_gtn_g3c">
<h2 class="title topictitle2" id="ariaid-title2">Connecting Calendly to action builder</h2>
<div class="body">
<p class="p">Before you can include external actions in your action flows, you must connect the
action builder to the external system.</p>
<div class="p">When connecting to external systems for use in action flows, the following best practices are recommended:<ul class="ul" id="topic_fcs_gtn_g3c__d8e13">
<li class="li">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.</li>
<li class="li">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.</li>
<li class="li">When managing credentials for API key-based tools, such as OpenAI, it's best to store keys in a secure vault or credential manager.</li>
</ul>
</div>
<div class="p">
<strong class="ph b">To connect action builder to Calendly</strong><ol class="ol" id="topic_fcs_gtn_g3c__ol_psh_lk4_zgc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_apps_integrations_icon.png">
<strong class="ph b">Apps and integrations</strong> in the sidebar, then select <strong class="ph b">Actions &gt; Action
flows</strong>.</span></li>
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8855601898266" target="_blank">Create</a> or <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9052312956570" target="_blank">edit</a> an action flow.</li>
<li class="li">Open the step sidebar.</li>
<li class="li">Under <strong class="ph b">External actions</strong>, click <strong class="ph b">Calendly</strong>.</li>
<li class="li">Click <strong class="ph b">Connect</strong>.</li>
<li class="li">Follow the Calendly prompts to authenticate and complete the
connection.<p class="p">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.</p>
<p class="p">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.</p>
<div class="note" id="topic_fcs_gtn_g3c__note_ilr_mtz_v3c">
<span class="notetitle">Note:</span> 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.</div>
</li>
</ol>
</div>
<p class="p">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.</p>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_z1q_htn_g3c">
<h2 class="title topictitle2" id="ariaid-title3">Using Calendly actions in action flows</h2>
<div class="body">
<div class="p">The following Calendly actions are available:<ul class="ul" id="topic_z1q_htn_g3c__ul_jby_q44_zgc">
<li class="li"><a class="xref" href="#topic_lck_r44_zgc">Create invitation</a></li>
<li class="li"><a class="xref" href="#topic_epg_35z_v3c">Create single-use scheduling
link</a></li>
<li class="li"><a class="xref" href="#topic_vmc_h5z_v3c">List event types</a></li>
<li class="li"><a class="xref" href="#topic_alf_24q_jjc">Lookup current
user</a></li>
<li class="li"><a class="xref" href="#topic_mjr_j4q_jjc">Lookup event type</a></li>
<li class="li"><a class="xref" href="#topic_wfm_m4q_jjc">Lookup scheduled
event</a></li>
<li class="li"><a class="xref" href="#topic_vmr_lkz_jjc">Lookup user</a></li>
<li class="li"><a class="xref" href="#topic_lqp_skz_jjc">Search scheduled
events</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested2" id="topic_lck_r44_zgc">
<h3 class="title topictitle3" id="ariaid-title4">Creating an invitation</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Create invitation</em> action to book an invitee directly for a
Calendly event type without redirects or iframes. This action requires a paid
Calendly plan.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_lck_r44_zgc__table_dgb_n11_w3c" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e223" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e225" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e223" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e225" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Event type</code>, <code class="ph codeph">Start
time</code>, <code class="ph codeph">Invitee email</code>,
<code class="ph codeph">Invitee timezone</code>, <code class="ph codeph">Invitee
name</code>, <code class="ph codeph">Location
type</code><p class="p">Optional: <code class="ph codeph">Invitee SMS reminder
number</code>, <code class="ph codeph">Guest emails</code>,
<code class="ph codeph">Location</code>, <code class="ph codeph">UTM
campaign</code>, <code class="ph codeph">UTM source</code>,
<code class="ph codeph">UTM medium</code>, <code class="ph codeph">UTM
content</code>, <code class="ph codeph">UTM term</code>,
<code class="ph codeph">Salesforce UUID</code></p>
<p class="p">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.</p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e223" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e225" style="text-align:left;vertical-align:top;">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.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested2" id="topic_epg_35z_v3c">
<h3 class="title topictitle3" id="ariaid-title5">Creating a single-use scheduling link</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Create single-use scheduling link</em> action to generate a single-use
scheduling link for a specific event type. The link can only be used once to
book a meeting.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_epg_35z_v3c__table_xf2_1jz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e335" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e337" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e335" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e337" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Event type</code>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e335" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e337" style="text-align:left;vertical-align:top;">Booking URL, owner, and owner type</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested2" id="topic_vmc_h5z_v3c">
<h3 class="title topictitle3" id="ariaid-title6">Listing event types</h3>
<div class="body">
<p class="p">Use the <em class="ph i">List event types</em> action to retrieve a list of event types visible
to the authenticated user.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_vmc_h5z_v3c__table_qtw_kjz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e400" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e402" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e400" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e402" style="text-align:left;vertical-align:top;">Optional: <code class="ph codeph">User</code>,
<code class="ph codeph">Organization</code>, <code class="ph codeph">Active</code>,
<code class="ph codeph">Count</code>, <code class="ph codeph">Next page
token</code>, <code class="ph codeph">Previous page token</code><p class="p">The
Count field accepts a maximum of 100 results per page.
Use the pagination tokens to retrieve additional pages
of results.</p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e400" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e402" style="text-align:left;vertical-align:top;">Array of event types containing URI, name, slug,
scheduling URL, duration, kind, type, color, active status,
and booking method, with pagination details.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title7" class="topic nested2" id="topic_alf_24q_jjc">
<h3 class="title topictitle3" id="ariaid-title7">Looking up the current user</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Lookup current user</em> action to retrieve information about the
currently authenticated Calendly user.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_alf_24q_jjc__table_yhf_pjz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e484" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e486" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e484" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e486" style="text-align:left;vertical-align:top;">None</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e484" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e486" style="text-align:left;vertical-align:top;">User details including URI, name, slug, email, scheduling
URL, timezone, avatar URL, timestamps, current organization,
resource type, and locale.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title8" class="topic nested2" id="topic_mjr_j4q_jjc">
<h3 class="title topictitle3" id="ariaid-title8">Looking up an event type</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Lookup event type</em> action to retrieve detailed information about a
specific Calendly event type, including its locations, duration, custom
questions, and scheduling URL.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_mjr_j4q_jjc__table_n25_xjz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e547" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e549" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e547" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e549" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Event type</code>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e547" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e549" style="text-align:left;vertical-align:top;">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.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title9" class="topic nested2" id="topic_wfm_m4q_jjc">
<h3 class="title topictitle3" id="ariaid-title9">Looking up a scheduled event</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Lookup scheduled event</em> action to retrieve details about a specific
scheduled event by its UUID.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_wfm_m4q_jjc__table_zlg_ckz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e612" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e614" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e612" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e614" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Event UUID</code>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e612" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e614" style="text-align:left;vertical-align:top;">Scheduled event details including URI, name, status,
start time, end time, event type, location, invitees
counter, timestamps, event memberships, and event
guests.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title10" class="topic nested2" id="topic_vmr_lkz_jjc">
<h3 class="title topictitle3" id="ariaid-title10">Looking up a user</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Lookup user</em> action to look up a Calendly user by their email
address or UUID.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_vmr_lkz_jjc__table_wmr_lkz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e677" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e679" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e677" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e679" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Email or UUID</code>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e677" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e679" style="text-align:left;vertical-align:top;">User details including URI, name, slug, email, scheduling
URL, timezone, avatar URL, timestamps, current organization,
resource type, and locale.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title11" class="topic nested2" id="topic_lqp_skz_jjc">
<h3 class="title topictitle3" id="ariaid-title11">Searching scheduled events</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Search scheduled events</em> action to retrieve scheduled events for
the authenticated user with optional filtering by invitee email, user, date
range, or status.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_lqp_skz_jjc__table_nqp_skz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e742" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e744" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e742" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e744" style="text-align:left;vertical-align:top;">
<p class="p">Optional: <code class="ph codeph">User</code>,
<code class="ph codeph">Organization</code>,
<code class="ph codeph">Status</code>, <code class="ph codeph">Start date
from</code>, <code class="ph codeph">Start date to</code>,
<code class="ph codeph">Count</code>, <code class="ph codeph">Next page
token</code>, <code class="ph codeph">Previous page
token</code>, <code class="ph codeph">Invitee email</code></p>
<p class="p">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.</p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e742" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e744" style="text-align:left;vertical-align:top;">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.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
</div>
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