Integrations
Calendly
Connect Calendly, obtain the required access and configure permitted actions.
The API adapter is implemented. Validate your own account and authorized actions before routing production calls.
Before you start
Connect the account belonging to this business and workspace. Vendor subscriptions, API limits and role permissions still apply.
API: Calendly API v2 and Scheduling API
Authentication: Bearer personal access token or customer-managed OAuth access token
Get access and connect
- Open Calendly Integrations & apps → API and webhooks and generate a personal access token, or register an OAuth app in Calendly Developer Portal for distribution.
- Save the token in the encrypted Calendly connection in Verbatik. Test connection reads /users/me.
- Read event types, choose their canonical event_type URI and query a maximum seven-day availability range.
- Use Scheduling API POST /invitees to book. Provide the event's required question answers and event location if configured. Existing configured locations are used when a location override is not supplied.
- Reconnect OAuth access tokens when expired. Use each invitee's reschedule_url for Calendly's supported rescheduling flow.
Account requirements
- Calendly account with the selected event type
- Scheduling API access and the appropriate plan/permissions
- External OAuth distribution requires a registered developer app
Permissions
scheduled_events:write for direct booking/cancellationUser, event type and scheduled event read permissions for the configured actions
Grant the subset needed for the actions you enable. API scopes do not override the connected user’s record permissions or vendor validation rules.
Connection fields
accessToken— API key or OAuth access token (required). Secret fields are saved as workspace credentials.
Available actions
test_connection— Read. Read the authenticated Calendly user.list_event_types— Read. List available event types for a Calendly user URI returned by the profile.check_availability— Read. Read event-type slots. Calendly limits each requested range to seven days.get_booking— Read. Read a scheduled event's status.list_invitees— Read. Read invitees, cancel_url and reschedule_url for an event.create_booking— Write. Book an invitee through Calendly's Scheduling API and return its real scheduled-event identifier.cancel_booking— Write. Cancel a scheduled event. This cancels the event for all its invitees.
Provider-specific behavior
Availability, booking and cancellation depend on the customer’s Scheduling API access. Direct rescheduling is not interchangeable with creating another booking: use the returned reschedule URL when that is the supported provider flow.
Verify before going live
Run Test connection and one read action against a known permitted record. Then test each intended write in an authorized sandbox. Check the provider’s own record and the Verbatik receipt. Publish the agent after assigning its tools. If a write has an unknown outcome, reconcile it with the vendor before trying again.