u/Physical-Piglet8994

▲ 3 r/zapier

Has anyone created something like this? Looking for help and ideas :D

Hey everyone,

New guy here! I currently use Calendly for appointment bookings through my nonprofit, but I’m trying to build a workflow that I don’t think the free plan supports.

Here’s the ideal setup I'm looking for:

  • A client books an appointment through Calendly
  • The appointment initially goes on my calendar
  • A group of volunteers automatically gets notified that a new appointment is available
  • If a volunteer is available, they can “claim” that appointment
  • Once claimed, I get notified and the volunteer is automatically added to the calendar event (or replaces me as the assigned person)
  • If nobody claims it, the appointment simply stays with me by default

I’d prefer to stay with Calendly if possible since that’s already integrated with my calendar, but I’m open to switching platforms or adding automation tools if needed.

Has anyone built something like this successfully? If so, what stack did you use? Calendly + Zapier / Power Automate / Make / something else?

Happy to pay for tools if needed. Thanks in advance!!

reddit.com
u/Physical-Piglet8994 — 11 days ago

Has anyone created something like this? Looking for help and ideas :D

Hey everyone,

I currently use Calendly for interview bookings through my nonprofit (we offer scholarships) and it's linked to my outlook calendar, but I am trying to build a workflow that I don't think the free plan supports...

Here is the ideal system I'm looking for:

  1. someone schedules an interview (and it populates onto my calendar like it does with Calendly).
  2. The apt initially goes on my calendar
  3. A group of trained volunteers automatically gets notified that a new apt is available
  4. If a volunteer is available to take one of the presented times, they can "claim" it
  5. Once claimed, I will get a notification that the volunteer has claimed it and the volunteer is automatically added to the calendar event
  6. if no one claims it, the apt just stays with me

I'd prefer to stay with Calendly if that's possible, but am open to switching or adding other tools if needed.

Has anyone built something like this already? If so, what was your recipe? Happy to pay for new tools or subscriptions if needed too!

reddit.com
u/Physical-Piglet8994 — 11 days ago

looking for automated system advice!

Hey everyone,

I currently use Calendly for interview bookings through my nonprofit (we offer scholarships) and it's linked to my outlook calendar, but I am trying to build a workflow that I don't think the free plan supports...

Here is the ideal system I'm looking for:

  1. someone schedules an interview (and it populates onto my calendar like it does with Calendly).
  2. The apt initially goes on my calendar
  3. A group of trained volunteers automatically gets notified that a new apt is available
  4. If a volunteer is available to take one of the presented times, they can "claim" it
  5. Once claimed, I will get a notification that the volunteer has claimed it and the volunteer is automatically added to the calendar event
  6. if no one claims it, the apt just stays with me

I'd prefer to stay with Calendly if that's possible, but am open to switching or adding other tools if needed.

Has anyone built something like this already? If so, what was your recipe? Happy to pay for new tools or subscriptions if needed too!

reddit.com
u/Physical-Piglet8994 — 11 days ago

How to automate: notify volunteers of booked appointments, first to claim gets assigned to the appointment!

Hey everyone,

I currently use Calendly for appointment bookings through my nonprofit, but I’m trying to build a workflow that I don’t think the free plan supports.

Here’s the ideal setup I'm looking for:

  • A client books an appointment through Calendly
  • The appointment initially goes on my calendar
  • A group of volunteers automatically gets notified that a new appointment is available
  • If a volunteer is available, they can “claim” that appointment
  • Once claimed, I get notified and the volunteer is automatically added to the calendar event (or replaces me as the assigned person)
  • If nobody claims it, the appointment simply stays with me by default

I’d prefer to stay with Calendly if possible since that’s already integrated with my calendar, but I’m open to switching platforms or adding automation tools if needed.

Has anyone built something like this successfully? If so, what stack did you use? Calendly + Zapier / Power Automate / Make / something else?

Happy to pay for tools if needed. Thanks in advance!!

reddit.com
u/Physical-Piglet8994 — 11 days ago