Guide

How to automatically send a direct message on Slack for each new event scheduled in Calendly

Do you find it exhausting to send direct messages on Slack for every new event scheduled in Calendly? It can be quite a hassle, right? Not only is it time-consuming, but it also demands meticulous attention to detail, and it's prone to errors and oversight. But here's some good news: Relay.app is the ultimate solution for automating the sending of direct messages on Slack for every new event scheduled in Calendly. It streamlines event notifications, ensuring team members receive timely updates without manual effort. Relay.app seamlessly integrates Calendly and Slack, making event notifications an effortless and proactive process. But that's not all! Relay.app empowers your team with real-time updates and fosters collaboration, making it an essential tool for enhancing communication efficiency and team responsiveness. With Relay.app, you can say goodbye to missed updates and delayed notifications and say hello to a more streamlined workflow! Setting up this integration is a breeze, and in this guide, we'll show you how to do it in just four easy steps. So, are you ready to revolutionize your workflow and communication with Relay.app? Let's get started!
Calendly logoSlack logo
1

Create your Relay.app playbook

To start coordinating your workflow between Calendly and Slack, you must set up specific steps.

Firstly, sign up for Relay.app and visit your dashboard. Click the "New playbook" button to start creating a playbook.

Give your playbook a unique name like "Send a direct message on Slack for each new event scheduled in Calendly," and choose a relevant emoji 📨 to help you quickly identify it.

2

Set the Calendly trigger as “Event scheduled”

Add the Calendly trigger to initiate your playbook's actions when an event is scheduled.

To do this, click "Add trigger" in your playbook. Select the "Event scheduled" trigger option from the dropdown menu under Calendly. It will enable your playbook to automatically identify newly scheduled events and trigger necessary actions.

If you still need to connect your Calendly account to Relay.app, a prompt will guide you through the connection process.

3

Add the “Send DM” step in Slack

Integrate Slack automation into your playbook to ensure that you receive timely updates on the scheduled events.

Select "Add Step" and then find the "Send DM" automation for Slack. Enter all the required details, including the receiver's name and the body of the message containing detailed information.

If you still need to connect your Slack account to Relay.app, you will be prompted to complete that connection. Ensure you allow the necessary permissions for Relay.app to send direct messages through your Slack account.

4

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send a direct message on Slack for each new event scheduled in Calendly without requiring manual intervention.

To activate your playbook, click the toggle button in the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

Get started with Relay.app

Sign up now and get started with your playbook today