Create your playbook
To automate this workflow, you'll create a Relay playbook that runs automatically every time there's a new scheduled event in Calendly.
Get started by signing up at Relay.app and clicking "New playbook." Give your new playbook a unique name and emoji.
Add the Calendly trigger
Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.
Click "Add trigger" and select "Newly scheduled events" under Calendly. Then, select event types you want to trigger for. If this is your first time using a Calendly integration in Relay, you'll be prompted to connect your Calendly account.
Now, every time a new event is scheduled in Calendly, your playbook will run automatically.
Add the SmartSuite Create record automation
Now it's time to create a new record in SmartSuite. Add a new step and select "Create record" from the list of SmartSuite automations.
Connect SmartSuite to Relay if you haven't already, then fill out the necessary details like which table to use and the fields you want to populate. You can reference information from Calendly to automatically pass along the right data.
Turn on the playbook
When you are done with setting up the playbook, it's time to activate it.
The playbook will now run automatically with every new scheduled event on Calendly. You can also click "Check now" to do a manual check whenever you'd like.