Hello everyone, thanks for helping!
I have a scenario that creates or modifies calendly events in clickup depending on the event type in calendly. When a lead schedules one specific appointment they are created within a board, and if they do another one they´re simply modified within the board.
I have found that people who reschedule their meetings are being duplicated in the path of creation, and I am assuming that in the other path an error will be displayed because the status has already changed. Any ideas how to filter to know if the task in clickup already exists before creating it?
I attach a screenshot for your understanding, thanks a lot
Hi Diego,
Calendly doesn’t actually do rescheduling. What happens is the event gets cancelled and then a new one is created, this is why you are getting duplicates.
You will need to restructure your flow and watch for cancelations as well and either change statuses or add tags to tasks. Then when a new event comes in, check if a task already exists with a "cancelled’ status or tag.
Thanks for your input Stoyan.
The second part of checking if a task already exists with a cancelled status or tag, should be added before the router, right? In this case, which module would map the “tag” value of “cancelled” for instance.
I´m attaching the blueprint in case that can help,
Sorry for asking this much, I´m new to the platform and thanks!
Make - ClickUp - Calendly.json (140.8 KB)
Hi Diego,
first you need to change the trigger to respond to cancelations as well. Then add a router after it with two paths → one for new events and one for cancelations. Then if an event is canceled, find the correct task in ClickUp (we usually use a Data Store for this) and then use the Add Tag to a Task module to add the tag (then update the data store with the new info).
And on the second route for new events → first check if the task exists in the data store and is canceled, and if it does remove the canceled tag and change the dates, if it doesn’t create a new one.
