- How to keep track of Calendly records in Notion
- 1. Create your playbook and set the Calendly trigger as "Event ended"
- 2. Add the "Add database page to database" in Notion automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Calendly and Notion
- Related blog posts
- More how-to guides featuring Calendly and Notion
How to keep track of Calendly records in Notion
Create your playbook and set the Calendly trigger as "Event ended"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook
To set up this playbook, click "Add trigger" and then select "Event ended" under Calendly. Then, select the necessary details. This will allow your playbook to automatically detect each ended event in Calendly and initiate necessary actions.
If this is your first time using a Calendly integration in Relay.app, a prompt will guide you through the connection process.
Add the "Add database page to database" in Notion automation
Integrate the Notion automation into your playbook to ensure the prompt addition of a new database page to a specific database whenever an event just ended in Calendly.
Click the "Add step" button, then locate the "Add database page to database" automation for Notion and input the mandatory and relevant details.
If your Notion account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Notion account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the addition of a new database in Notion. Once turned on, it will respond whenever a specific event just ended in Calendly by adding the details as a new page to Notion's database without manual intervention.
To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.