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Cal.com Integration

Cal.com handles scheduling for onboarding calls and ongoing client meetings. The service wrapper lives in reformer-platform/services/cal-com-service.js and is invoked by the automation orchestrator whenever a client signs up.

Environment Variables​

Set the following in Render/GitHub secrets:

CAL_CLIENT_ID=...
CAL_CLIENT_SECRET=...

These credentials must belong to the Cal.com OAuth client configured for managed users.

Key Features​

  • Authentication: authenticate() requests an OAuth token using client credentials.
  • Managed users: createManagedUser, getManagedUsers, and refreshManagedUserTokens manage per-client Cal.com accounts.
  • Event types: getEventTypes and createEventType handle meeting templates (e.g., kickoff calls).
  • Bookings: getBookings, getBooking, cancelBooking expose scheduling data for orchestration or CRM updates.
  • Webhooks: createWebhook/createPlatformWebhook register Cal.com events back to our backend.
  • Health check: testConnection() verifies credentials and connectivity.

Automation Touchpoints​

  • Onboarding orchestrator provisions a managed user for each client and sets up event types.
  • Cal booking events trigger Intercom notifications (trackCalBooking) and ClickUp task updates.
  • Cal webhooks flow into /api/cal/webhook (see orchestrator docs) to keep CRM state in sync.

Testing​

  • Run calComService.testConnection() (via scripts or REPL) to ensure credentials work.
  • Use Cal.com dashboard to confirm managed users/event types appear after onboarding.
  • Verify Cal → Slack/CRM notifications when bookings occur.

Keep Cal.com credentials rotated and audit managed users periodically to ensure dormant accounts are removed.***