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Calendly Booking Sync

Bring Calendly bookings and cancellations into the app so records stay current.

involved Integrations

What it adds

An inbound sync of Calendly booking, cancellation, and reschedule events onto the app's leads, contacts, and tasks.

What your agent is told to do

5
  1. 1

    Receive booking events on a dedicated endpoint that verifies the sender's signature before doing any work, and reject anything unsigned or stale. Do not identify the sender by source address alone.

  2. 2

    Acknowledge receipt immediately and process the booking through the app's existing background-job system. A slow match against a large contact table will otherwise cause Calendly to time out and re-send.

  3. 3

    Match each invitee to an existing user or lead by a defined rule — email first, then any identifier passed through the booking form — and when no confident match exists, create a clearly marked unmatched booking a human can resolve rather than guessing.

  4. 4

    Treat booking, reschedule, and cancellation as states of one booking, not three unrelated records. Keep the original booking's identity through a reschedule and record the history against it.

  5. 5

    Store every booking time as an instant with the named zone it occurs in, and keep the invitee's own zone separately so confirmations and reminders read correctly to them.

Edge cases it handles

8
  • Invitees book with whatever email they feel like, so a naive match will attach a booking to the wrong person or to nobody. Define the match order explicitly, hold ambiguous cases in an unmatched queue with the raw booking details, and never merge two contacts automatically on the strength of a booking.
  • Webhooks are re-sent on any doubt, and reschedules arrive as new events referencing an old one. Key on the provider's booking identifier so a repeat delivery updates rather than inserts, and process events for the same booking in order even when they arrive out of order.
  • Cancellation and rescheduling are the same lifecycle as the original booking. A cancellation that creates an orphan record, or a reschedule that leaves the old slot marked active, will corrupt downstream tasks and reminders. Transition the existing booking instead.
  • An account can span several organizations and many event types, and the app must not sync everything by default. Let the user select which organizations and event types are imported, and ignore the rest rather than filling the app with unrelated bookings.
  • Times stored without an explicit zone display correctly to the host and wrongly to the invitee. Persist the canonical instant, the event's zone, and the invitee's zone, and render each audience in its own.
  • A booking may arrive for a record that has since been deleted or that the connecting user no longer has access to. Retain it as unmatched with a clear reason instead of dropping it or attaching it to something the user cannot see.
  • Tokens expire and a disconnected Calendly account will keep sending webhooks that can no longer be verified against a live connection. Mark the integration disconnected, stop processing, and tell the owner rather than accumulating silent failures.
  • When Calendly is unavailable or a burst of webhooks arrives during a busy period, the endpoint must stay responsive. Bound per-account processing concurrency and let the queue absorb the burst rather than shedding events.

Definition of done

9
  • Incoming webhooks are signature-verified before any processing, and unverified requests are rejected.
  • The endpoint acknowledges immediately and processes bookings in the background.
  • Repeat deliveries key on the provider's booking identifier and update rather than duplicate.
  • Booking, reschedule, and cancellation move one booking record through its lifecycle.
  • Invitees with no confident match land in an unmatched queue rather than being attached to the wrong record.
  • Users select which organizations and event types are imported.
  • Times are stored canonically and displayed in both the host's and the invitee's zone correctly.
  • The feature matches the existing design system.
  • No existing functionality is broken.

Related features

How it works

  1. 1

    Copy the link

    Grab the Markdown instruction URL for this feature.

  2. 2

    Give it to your AI

    Paste it into Claude Code, Cursor, v0, Lovable — whatever you build with.

  3. 3

    It inspects, then implements

    Your agent reads your existing app first, then adds the feature to fit it.

Works with your stack

These instructions are written to adapt. They tell the agent to detect your framework, match your existing design system, and reuse what you already have — rather than assuming a particular stack.

Need it tighter than that? Customize the feature and tell it exactly what you're running.