Overview

Calendly is a scheduling platform that lets individuals and teams share their availability and book meetings automatically without back-and-forth emails. Persona's Calendly integration enables automated scheduling link generation directly from your workflows — creating personalized, one-time-use booking links for specific event types and delivering them to users at key moments in the identity verification flow.

Benefits

Automate Scheduling for Live Verification: Automatically generate and send a Calendly link when a user needs to complete a live video KYC session, compliance interview, or human review — without a team member manually creating the link.

Route Flagged Accounts to Human Review: When Persona flags an account for additional review, automatically send a Calendly link for a compliance call rather than letting the case sit in a queue.

Use Single-Use Links for Security: Generate one-time-use scheduling links that expire after booking, preventing a single link from being used by multiple people.

Reduce Scheduling Friction in Onboarding: Embed a dynamically generated Calendly link directly in verification completion emails or SMS, offering high-value users an immediate path to schedule their onboarding call.

Tailor the Experience by Event Type: Use List Event Types to dynamically select the right event type (e.g., 15-min intro, 30-min compliance review) based on the outcome of a Persona workflow.

Integration Features

Persona's Calendly integration enables automated scheduling link creation and event type lookup. Key capabilities include:

• Get Current User: Retrieve the authenticated Calendly user's details, scheduling URL, and organization information.
• List Event Types: Return active event types for a specified Calendly user with duration, scheduling URL, and booking method details.
• Create Single-Use Scheduling Link: Generate one-time-use booking links for a specific event type.

Setting up the Calendly integration

Prerequisites

To set up the Calendly integration, ensure you have:

• A Calendly account (Professional plan or higher required for single-use link generation)
• A Calendly Personal Access Token (generated in Integrations & apps > API & Webhooks)

Setting up the Calendly credentials

1. In the Persona Dashboard, navigate to Integrations > Marketplace and click on Calendly.
2. Click on Add Credential at the top of the page.
3. Enter a Nickname for Credential in the modal, along with your Calendly Personal Access Token, and click Continue.
4. Once complete, the credential will appear in Persona and can be selected in workflows.

Using the Calendly integration in a workflow

1. Create a new workflow, or open an existing workflow you'd like to update.
2. Add a new action step > Integrations.
3. Select the Calendly integration and choose your Calendly credential.
4. Use Get Current User to retrieve your user URI, then List Event Types to find the correct event type URI.
5. Add a Create Single-Use Scheduling Link step, pass the event type URI, and use the returned booking URL in a downstream step (e.g., send via email or SMS).
6. Save and publish the workflow.

Calendly Operations Overview

Persona supports multiple Calendly API operations for generating scheduling links and looking up event types. These actions allow you to automate the delivery of personalized booking links at key moments in your identity workflow — such as when a user needs a live review or a compliance call.

See below for a comprehensive list of available Workflow Action steps and possible configurations for the Calendly integration:

Get Current User

Retrieve the authenticated Calendly user's URI, name, email, scheduling URL, and organization details. Use the returned User URI as input for List Event Types.

Configuration Steps:

• No configuration required.

List Event Types

Return active event types for a specified Calendly user, including name, duration, scheduling URL, and booking method.

Configuration Steps:

• Provide values for required fields:
  • User URI (returned from Get Current User)
• Optionally add:
  • Active (true/false)
  • Page count
  • Page token

Create Single-Use Scheduling Link

Generate a one-time-use Calendly scheduling link for a specific event type. The link expires after one booking is made.

Configuration Steps:

• Provide values for required fields:
  • Event Type URI (from List Event Types)
  • Max Event Count (set to 1 for a true single-use link)

FAQs

Can I create links for team members other than myself?

The integration retrieves event types for the authenticated user by default. To generate links for other team members, use their User URI if you have access.king made) or until the event type is deactivated. There is no time-based expiration by default.

Can I customize the link's landing page or prefill invitee details?

The Create Single-Use Scheduling Link action generates a standard Calendly booking URL. Prefilling invitee details is not supported through this action.