Calendly + Slack + Formatter by Zapier + Utopian Labs

Research people booking new Calendly meetings using Utopian Labs and send the research report via direct messages in Slack

When someone books a meeting with you using Calendly, this Zap will automatically research them using Utopian Labs' R1 research agent. The results will be shared with you on Slack in a direct message, keeping your stakeholders up to date effortlessly.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this...
Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this...
Research a Lead
Performs research on a lead
ActionWrite
then do this!
Send Direct Message
Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
ActionWrite

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Supported triggers and actions

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
Try It
- Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Trigger
Instant
Try It
- Routing Form
Trigger
Instant
Try It
- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write

- Event UUIDRequired
Action
Search
- TransformRequired
Action
Write

- TransformRequired
Action
Write
- AgentRequired
- Lead Company WebsiteRequired
- Lead Company Name
- Lead Company Description
- Lead Full Name
- Lead Business Email Address
- Lead LinkedIn Profile URL
- Lead Job Title
- Classification name 1Required
- Classification description 1
- Classification name 2Required
- Classification description 2
- Classification name 3
- Classification description 3
- Classification name 4
- Classification description 4
- Classification name 5
- Classification description 5
- Max Research Steps
- Context
- Use Memory
Action
Write
- AgentRequired
- Lead Company WebsiteRequired
- Lead Company Name
- Lead Company Description
- Lead Full Name
- Lead Business Email Address
- Lead LinkedIn Profile URL
- Lead Job Title
- Max Research Steps
- Context
- Use Memory
Action
Write
- AgentRequired
- Lead Company WebsiteRequired
- Lead Company Name
- Lead Company Description
- Lead Full Name
- Lead Business Email Address
- Lead LinkedIn Profile URL
- Lead Job Title
- Max Research Steps
- Context
- Use Memory
Action
Write
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- Channel
- User Name
- Shared
Trigger
Instant
Try It
- Search QueryRequired
- Optimized data
Trigger
Polling
Try It
- Conversation ID
- Reaction
- Member ID
- Message Author ID
Trigger
Instant
Try It
- Zap Identifier
- Access type
Trigger
Instant
Try It
New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It
- Conversation IDRequired
Action
Write
- ChannelRequired
- UsersRequired
Action
Write
- Allowed Delete Copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
Action
Write
- Allowed Edit Copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
- Content Type
- Reply Broadcast
Action
Write
- ChannelRequired
- Add Zapier app to channel automatically?
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- ChannelRequired
- TopicRequired
- Topic set by
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
- Conversation IDRequired
Action
Search
- Conversation IDRequired
- Message ID (ts)Required
Action
Search
- Search QueryRequired
- Sort By
- Sort Direction
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
Action
Search

- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Event UUIDRequired
- Reason
Action
Write
- Event TypeRequired
- Start TimeRequired
- Invitee EmailRequired
- Invitee Full Name
- Invitee First Name
- Invitee Last Name
- Invitee TimezoneRequired
- Location Type
- Text Reminder Phone Number
- Event Guests
- Questions
- Answers
- Enable Invitee Tracking
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- SearchRequired
Action
Search
- TransformRequired
Action
Write
- TransformRequired
Action
Write
- AgentRequired
- Sender Full Name
- LanguageRequired
- Lead Company WebsiteRequired
- Lead Company Name
- Lead Company Description
- Lead Full Name
- Lead Business Email Address
- Lead LinkedIn Profile URL
- Lead Job Title
- Max Research Steps
- Context
- Use Memory
Action
Write
- AgentRequired
- Lead Company WebsiteRequired
- Lead Company Name
- Lead Company Description
- Lead Full Name
- Lead Business Email Address
- Lead LinkedIn Profile URL
- Lead Job Title
- Max Research Steps
- Context
- Use Memory
Action
Write
- AgentRequired
- Sender Full Name
- LanguageRequired
- How many emails do you want to write?Required
- Lead Company WebsiteRequired
- Lead Company Name
- Lead Company Description
- Lead Full Name
- Lead Business Email Address
- Lead LinkedIn Profile URL
- Lead Job Title
- Max Research Steps
- Context
- Use Memory
Action
Write
New Channel
Triggers when a new #channel is created.
Trigger
Instant
Try It
- Include Alias
Trigger
Instant
Try It
- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
Trigger
Instant
Try It
- ChannelRequired
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
Try It
- TextRequired
- Remind when?Required
- Remind who?
Action
Write
- Conversation IDRequired
- Scheduled AsRequired
- Scheduled Message IDRequired
Action
Write
- ChannelRequired
- Add Zapier app to channel automatically?
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap Id
Action
Write
- Send Multi Message
- Message TextRequired
- Send as a bot?
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
Action
Write
- Channel NameRequired
Action
Write
- Status Copy
- Approval request messageRequired
- Send message asRequired
- Approval typeRequired
- Zap Id
- Include a link to this Zap?
- Approve button URL
- Approve button label
- Add decline button
- Add details button
- Require confirmation
Action
Write
- First Name
- Last Name
- Title
- Email
- Display Name
- User
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
- Conversation IDRequired
Action
Search
- Conversation IDRequired
- Message ID (ts)Required
Action
Search
- Conversation IDRequired
- Message TS (ID)Required
Action
Search
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- Return Raw Results?
Action
Search

About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Learn more

Related categories

Scheduling & Booking

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn more

Related categories

Team Chat

Similar apps

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Related categories

About Utopian Labs

Utopian Labs is a Research Lab specializing in sales. We build AI agents and models that you can use directly in your current sales process.

Related categories

Sales & CRM

Calendly + Slack + Formatter by Zapier + Utopian Labs

Research people booking new Calendly meetings using Utopian Labs and send the research report via direct messages in Slack

Event Canceled

Invitee Created

New Routing Form Submission

Create One-Off Meeting

Mark Invitee as No Show

Find Event

Date / Time

Text

Categorize a Lead

Qualify a Lead

Trigger a Timing Run

New Public Message Posted Anywhere

New Message Posted to Channel

New File

New Message From Query

New Reaction Added

New Pushed Message

New User

Archive Conversation

Invite User to Channel

Delete Message

Edit Message

Send Private Channel Message

Set Channel Topic

Set Status

Remove User from Channel

Edit Message

Find Public Channel

Delete Message

Get Conversation Members

Get Message Permalink

Find Message

Find User by ID

Find User by Username

Invitee Canceled

Invitee No Show Created

Cancel an Event

Create Scheduled Event Meeting

Cancel Scheduled Event

Find User

Numbers

Utilities

Write an Email

Research a Lead

Write a Sequence of Emails

New Channel

New Team Custom Emoji

New Mention

New Channel Member

New Message Posted to Private Channel

New Saved Message

Add Reminder

Cancel Scheduled Message

Send Channel Message

Send Direct Message

Create Channel

Request Approval

Update Profile

API Request (Beta)

Get Message by Timestamp

Retrieve Thread Messages

Create Private Channel

Get Conversation

Get Message

Get Message Reactions

Find User by Email

Find User by Name

About Calendly

Related categories

About Slack

Related categories

Similar apps

Chatwork

Microsoft Teams

Twist

About Formatter by Zapier

Related categories

About Utopian Labs