Calendly

About Calendly

Calendly is a scheduling automation platform for meetings and appointments. Connecting Calendly to Serval enables automated event management and scheduling workflows directly from your service desk.

What the Calendly integration enables

Capability	Description
Automation workflows	Automate event creation, rescheduling, and cancellation. Retrieve user availability, manage meeting links, and generate scheduling reports

Anything defined in the Calendly API v2 can be accessed through Serval.

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Calendly Configuration

Prerequisites

• Access to your Calendly account with permissions to generate API tokens

Create a Personal Access Token

1. Log in to your Calendly account
2. Go to Integrations → API & Webhooks
3. Under Personal Access Tokens, click Get a token now (or Generate new token if you have existing tokens)
4. Enter a name for your token (e.g., “Serval Integration”)
5. Click Create Token, then Copy token

Important: Tokens are only shown once. Copy and save it immediately.

For detailed API documentation, see Calendly’s API v2 Documentation.

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Serval Configuration

1. In Serval go to Apps → Available → Calendly → Connect

2. Enter the following information:

   Field	Description
   Instance Name	A friendly name for this integration instance (e.g., “Production Calendly”)
   Personal Access Token	A personal access token generated for your Calendly account.

3. Click Save

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Need help? Contact [e-mail] for assistance with your Calendly integration.