Nextiva + Calendly Integration
Link Calendly with Nextiva to let customers book time directly, with your AI Employees handling scheduling automatically.
Overview
Keep appointments organized by connecting Calendly with the NEXT Platform. Teams can create, modify, and cancel appointments as part of their customer workflows, making scheduling easier to coordinate without relying on separate manual updates.
Features
- Create appointments: Schedule new Calendly appointments from a connected workflow.
- Modify appointments: Update existing bookings when availability or customer needs change.
- Cancel appointments: Remove appointments when a meeting is no longer needed.
Requirements
- Active NEXT account
- Active Calendly account
FAQs
What Calendly actions does the integration support?
You can create new appointments, modify existing appointments, and cancel appointments directly from NEXT.
Can I reschedule an existing Calendly appointment?
Yes. You can modify an existing appointment when the scheduled time or details need to change.
Can I cancel a Calendly appointment from NEXT?
Yes. You can cancel existing Calendly appointments directly from NEXT.
What is included out of the box?
The integration supports appointment creation, modification, and cancellation.
Overview
The Calendly integration gives Nextiva’s AI Employees direct access to Calendly scheduling. AI Employees can check your Calendly availability, book new appointments, push out reschedules, and handle cancellations, all without anyone on your team manually touching a calendar.
Simplify scheduling and improve productivity with AI-powered appointment management:
- Appointment Booking: Automatically schedule meetings and follow-up appointments based on real-time availability.
- Availability Management: AI Employees check real availability in Calendly before scheduling, so you never end up with two people booked at the same time.
- Automated Scheduling Workflows: AI Employees handle the cancellations or reschedules and confirm the new time, keeping everyone on the same page.
- Full Appointment Lifecycle: Create, view, update, and cancel Calendly appointments directly through your AI Employees in Nextiva.
Requirements
- Active XBert AI account or XBert AI add-on
- Active Calendly account
FAQs
Can XBert/NEXT AI Employees create and manage Calendly meetings?
Yes. XBert/NEXT AI Employees can create, update, retrieve, and cancel Calendly appointments automatically on behalf of users.
Does the integration support availability checking before scheduling?
Yes. The integration allows XBert/NEXT AI Employees to query available time slots in Calendly before booking meetings.
How does this integration improve scheduling efficiency?
By automating appointment management and availability checks, the integration eliminates manual coordination, reduces scheduling delays, and improves responsiveness for teams and customers.
