Integrating Calendly
Capabilities
DataGrail's Calendly integration provides the following capabilities:
| Product | Capability | ||||
|---|---|---|---|---|---|
| Request Manager |
|
Before You Start
To successfully configure this integration, please ensure you have sufficient privileges:
- DataGrail User Role: Super Admin, Connections Manager
- Calendly User Role: Admin
Create Calendly App
- Log in to your Calendly Developer account.
- Select the Account menu in the top right and select My Apps.
- Select Create New App.
- Populate the Create Oauth App form and select Save & Continue.
- Copy your Client ID and Client secret and store them in a secure, temporary location.
- Select Return to My Apps.
Connect to DataGrail
- In DataGrail, navigate to Integrations and select Configure New Integration to search for Calendly.
- Enter the Client ID and Client secret.
- Select Login to Configure.
- Log in to Calendly if prompted and authorize the necessary permissions to DataGrail.
Next Steps
Now that you've successfully connected the integration, check out the following resources:
- Synchronous vs. Asynchronous Integrations
- Whole Record Deletion
- Access Request Lifecycle
- Deletion Request Lifecycle
Troubleshooting
If you are unable to successfully connect the integration, review these common troubleshooting steps:
Ensure Required Permissions Are Granted on API Keys/Resources
DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.
Review Required Account Types and User Roles
If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.
See Before You Start to review these requirements.
Technical Details
| Access Type | Asynchronous |
|---|---|
| Deletion Type | Asynchronous (Whole Record) |
API Documentation
Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.
Disclaimer: The information contained in this message does not constitute as legal advice. We would advise seeking professional counsel before acting on or interpreting any material.