I’m trying to create an Appointment Confirmation workflow which will stop once the attendee reconfirms. To check if they’ve reconfirmed or not, I check if the “Invitee Confirmed At” field is null or not (null if not confirmed, null by default). The issue I’m currently facing is that once someone clicks on the confirmation link, Calendly is updated but Zapier isn’t.
Is there a way to get the latest version of the record into Zapier? A refresh data fields option, so to speak?
Best answer
Is it possible to update the record (specifically from Calendly) to the latest version in the app.
- Beginner
- 2 replies
Best answer by Troy Tessalone
Calendly help link about reconfirm workflows: https://help.calendly.com/hc/en-us/articles/1500005846741-How-to-reconfirm-meetings-with-Workflows
If you need to a Zap trigger event, try using the received email.
Zap action: Gmail/Outlook - New Email Matching Search
What to expect as a host
Once an invitee confirms their attendance, you will receive an automated email with the meeting details.
In Calendly, meetings with confirmed invitees will show up under the Meetings page. For confirmed one-on-one events, Invitee confirmed will show up under the time of the event.
For each confirmed spot in a group event, Invitee confirmed will appear next to the invitee’s name. The total number of confirmed invitees will also be displayed next to the remaining spots.
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+14- Zapier Orchestrator & Solution Partner
- 34066 replies
Hi
Perhaps try this approach to getting specific examples records to use in Zap trigger steps to use to configure the Zap action steps: https://help.zapier.com/hc/en-us/articles/35632951078029-Use-previous-Zap-runs-as-trigger-test-records
- Beginner
- 2 replies
I did check this option too, but this won’t work for me because the record isn’t updated in the previous Zapier run, only in Calendly. For example, if I refresh the test data after clicking on the confirmation link, the field is updated. But there isn’t an option to refresh the trigger data on a live run.
+14- Zapier Orchestrator & Solution Partner
- 34066 replies
- Answer
Calendly help link about reconfirm workflows: https://help.calendly.com/hc/en-us/articles/1500005846741-How-to-reconfirm-meetings-with-Workflows
If you need to a Zap trigger event, try using the received email.
Zap action: Gmail/Outlook - New Email Matching Search
What to expect as a host
Once an invitee confirms their attendance, you will receive an automated email with the meeting details.
In Calendly, meetings with confirmed invitees will show up under the Meetings page. For confirmed one-on-one events, Invitee confirmed will show up under the time of the event.
For each confirmed spot in a group event, Invitee confirmed will appear next to the invitee’s name. The total number of confirmed invitees will also be displayed next to the remaining spots.
+11- Community Manager
- 9723 replies
Hey there,
How did you get on with the alternative approach Troy suggested? Did it do the trick?
Let us know if you still need any help, want to make sure you’re all set! 🙂
- Beginner
- 2 replies
Yes, I used the Gmail as a trigger and some creative spreadsheet use to get this done. Thank you everyone!
+11- Community Manager
- 9723 replies
Thanks for getting back to me
Feel free to reach back out if you need help with anything else. Until then, happy Zapping! ⚡
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