Calendar (Google)
Canvas integrates with Google Calendar to create, update, and manage calendar events from your workflows. Use this to automatically schedule appointments, block off time, and sync booking data to your calendar.
Adding a Google Calendar Step
Drag the Google Calendar step from the Integrations category onto your canvas.
Actions
- Create Event — Add a new event to a specified calendar.
- Update Event — Modify an existing event's time, title, or details.
- Delete Event — Remove an event from the calendar.
Configuration
- Calendar — Select which Google Calendar to use.
- Title — The event title. Use variable chips for dynamic titles like "Cleaning — {{customerName}}."
- Start / End — Date and time for the event. Pull from a Booking step to auto-populate with the booked time slot.
- Description — Event details. Include service type, address, and any special instructions.
- Location — The service address, pulled from upstream data.
Common Use Cases
- Auto-schedule jobs — When a booking is confirmed, create a calendar event for the assigned staff member.
- Block prep time — After creating the job event, create a 30-minute prep event before it using a Delay and a second Calendar step.
- Sync cancellations — When a booking is cancelled, delete the corresponding calendar event.
Tips
- Google Calendar credentials are managed through the ERP integrations settings.
- Use the Booking entity step to pull date, time, and location data automatically.
- Combine with the Delay step to schedule events relative to other events (e.g., a follow-up one week later).
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