Calendly
Connect Calendly and agents can read your event types, scheduled bookings and the answers invitees gave on the booking form. A new booking then triggers a workflow that enriches the lead, drafts a prep brief and drops it in your inbox before the call.
What your agents can do with Calendly
- Read scheduled events and invitees
- Pull invitee intake answers
- Trigger workflows on new bookings
- Brief you before each call
How to connect Calendly to Velaris
- 1
Create your Velaris account
Sign up and open your AI OS desktop.
- 2
Open Connections
Go to Settings → Connections in the OS.
- 3
Connect Calendly
Authorize Calendly with scoped access you control.
- 4
Ask an agent to act
Tell Velaris a goal — it uses Calendly from the mesh automatically.
Popular ways to use it
Calendly + Velaris — common questions
Can an agent cancel or reschedule a Calendly booking?
It can propose one, but cancels and reschedules touch someone else's calendar, so they wait for your approval before Velaris calls Calendly.
Which Calendly plan is needed for this?
The v2 API and webhooks — the parts booking triggers depend on — require a paid Calendly plan. Free plans can't emit booking events.
Can Velaris enrich a lead the moment they book?
Yes — the booking webhook starts a run that looks the person up, gathers context and writes a prep note well before the meeting.