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 I am having issues with getting Calendly integrated properly. I am the Owner of my organizations Calendly account and I am not able to select a triggering event to be from a separate account from mine. Could you please give me instructions on how I can use my colleagues account and therefor their events as a trigger for an event. I want the event to trigger of a colleagues account and the event titled Participant Coaching Interview. 

 

Here is a video of my issue for further explanation, any assistance on this is much appreciated. 

 

Best,

Hi @npatrick 

You should not need to have multiple Calendly accounts connected to Zapier if you are the Calendly account admin.

In the Calendly Zap trigger step, make sure to set the Webhook Subscription Scope = Organization.

Then use Filters or Paths.

 

If you do need to connect different app accounts to Zapier, try this tip:

 

Help links for using Calendly in Zaps: https://zapier.com/apps/calendly/help

Hi Troy, 

I do have the webhook subscription scope set to organization. The problem is, of the test events being pulled, I am logged into my admin account but I am trying to create a zap to trigger off a colleague’s account and not mine. How can I get it to grab the correct event if I have it set to organization? I tried your suggested method of opening an incognito browser to sign in again but I do not have access or authorization to get all of my colleague’s account login information. Is there a way to log in under my account and use their event as opposed to having them sign in to connect under the zapier account I am using? 

 

 

@npatrick 

Help info about changing/editing Zap trigger examples: https://help.zapier.com/hc/en-us/articles/8496310366093-Change-the-test-record-in-your-Zap-trigger

You may have to configure the Zap action steps using the data points available from the Zap trigger step using the available example records.

If you need to use Filters or Paths then you can still set the desired static values in a condition to compare against a dynamic data points mapped from a previous Zap step.

Then you can turn the Zap ON and test live.

Check your Zap Runs history to see the DATA IN/OUT for each step to help you trace the data flow and troubleshoot: https://zapier.com/app/history/

So from the sounds of it, I need to test using an event on my account to make sure all the proper filters and parameters are working correctly. Then, as long as I have those parameters in place to align with the event of my colleague, regardless of if it is my event or not, I make the zapier live and test it on her event and it should work the same? I just cant use the test data from another user in the setup? Is that accurate? 

 

@npatrick 

Give that a try since you can’t always select the desired example record from a Zap trigger step.

When in doubt, test it out.

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