Connecting Calendly to Moxo Using Zapier

In this step-by-step guide, we walk you through the process of setting up a Zapier that triggers the creation of a meeting in Moxo, whenever a meeting is scheduled in Calendly.

Step 1: Sign Up/Login to Zapier

If you haven't already, sign up for a Zapier account. Once you're logged in, you'll be directed to your dashboard.

Step 2: Create a New Zap

Click on Make a Zap, located at the top-left corner of your Zapier dashboard.

Step 3: Set-up Calendly as the Trigger App

In the Zap editor:

  1. Search and select Calendly as the trigger app. 
  2. Select the trigger event. In this case, choose Invitee Created as the trigger that initiates the Zap.
  3. Follow the prompts to connect your Calendly account to Zapier. You'll need to authorize Zapier to access your Calendly data.
  4. Once your Calendly account is connected, choose the webhook subscription. Choose user if it's for just one specific user or else choose organization. You must be a Calendly organization owner or admin in order to use the organization scope.
  5. Test your trigger.

Step 4: Set up the Action - Formatter by Zapier

Before we can add the action step in Moxo, we need to change the format in which the invitee email addresses are being sent to Moxo. Calendly sends all invitee email addresses in the same field separated with commas, while Moxo consumes the guests' emails as separate fields. For this format transformation we will use  Formatter by Zapier.

  1. Choose Utilities as the the event.
  2. Under Transform action, choose Line item to text.
  3. Under input values, choose Scheduled Events Guest Emails.
  4. Under separator, enter a comma.

Step 5: Set-up Moxo as the final Action App

Next, search and select Moxo as the action app for your Zap.

  1. Under Event, choose Schedule Meeting.
  2. Follow the prompts to connect your Moxo account to Zapier. You'll need to authorize Zapier to access your Moxo data.
  3. Under Topic, open the dropdown for Calendly fields and choose Scheduled Event Name.
  4. For Start Time, choose Event Scheduled Start Time.
  5. For End Time, choose Event Scheduled End Time.
  6. Under Timezone, Choose Custom in the dropdown and then choose Invitee Timezone in Calendly fields.
  7. Under Meeting Host Email, choose Scheduled Event Hosts Email.
  8. Under Meeting Participants, choose Invitee Email under Calendly fields. Then choose Formatter by Zapier and choose Output item 1, Output item 2, etc. 


Step 6: Test Your Zap

Before activating your Zap, run a test to see if the data from Calendly is accurately transferred and a meeting is created in Moxo, as expected.

Step 7: Turn On Your Zap

Once you're satisfied with the test results, activate your Zap. It will now work in the background, automatically creating meetings in Moxo whenever a meeting is scheduled in Calendly.

Step 8: Monitor and Refine

Regularly check your Zap's performance in the Zapier dashboard. If needed, make adjustments or refine your Zap's settings to ensure optimal functionality.


By following these steps, you've successfully set up an automated system that creates meetings in Moxo whenever a meeting is scheduled through Calendly.