You can now have your clients schedule meetings and events, and book & pay online for sessions, based on your real time availability! Find out more here:

Calendly is a 3rd party Scheduling tool that allows you to build calendar schedules to send clients for the purpose of choosing a date and time. Zapier offers you the ability to set up a trigger to observe when a new event is created and kickoff an action in Táve.

You can read more on Calendly here: https://calendly.com/about

We've created a Zap template for connecting Calendly with Táve, you can find and add this template here: Create Táve jobs from new Calendly invitees

Like all Zaps, you'll begin building the zap on the Zaps page here: https://zapier.com/app/zaps

Once here, you'll find the 'Create' button to start the process.

In the editor, you'll want to give your Zap a name and then use the search to quickly find Calendly:

Make sure you choose the trigger 'Invitee Created', then choose your Calendly account that you've connected.

You'll then want to run a test trigger to pull in event data from Calendly that you'll use when setting up the action.

For the Actions side of things, you'll want to search for Táve then choose the 'Create a Job' action.

When setting up your action, first map the contact details (name, email) to Calendly fields.

**IMPORTANT** You must select a Job Role from the options in the dropdown. This dropdown is pulling in your Táve Job Roles. You cannot map the Job Role field to a Calendly trigger field.

You'll be able to use the Additional Contact Fields and Contact Custom Fields drop downs to map Calendly fields to additional Contact Profile fields in Táve:

Next you'll want to set up your Job and Event details. You can use the Additional Job Fields and Job Custom Fields drop downs to add additional fields, including Brand, Lead Source, Lead Status, etc.

**IMPORTANT** You must select a Job Type and Job Stage from the options in the dropdown. You cannot map the Job Type or Job Stage fields to Calendly trigger fields.

**IMPORTANT** When setting up your Event details for this Zap you must use the Event Start Time and Event End Time (date & time) fields.

If Event Type is left blank your Primary Session for this Job Type will be used.

You'll then want to enter your Timezone (this field is required and you can use the search box to easily find the correct one).

You can also use the Additional Event Fields drop down to map additional Calendly fields to Táve or choose Táve fields to set a value for:

A good option here is to set the Event Confirmed field to False, if this is a new lead. This will ensure the event on the new lead is set to tentative in Táve, rather than confirmed.

**IMPORTANT** for this Zap do not use the Event Date, Event Start (Time) or Event End (Time) Additional Event Fields.

Once you've completed the set up, you can then Test your Zap. This will send a test Job to your Táve account! Remember to purge any test leads when you're done.

With this done you can now Publish your Zap! 🥳🥳