What Google Calendar Does

Google Calendar integration adds the work shown in Pipeline's Daily To Do widget to the connected Google Calendar. This includes leads, appointments, time off, quote expiry dates, scheduled jobs, job-task due dates, invoice due dates and personal reminders.

Before You Start

You need:

  • A Google account
  • A Google Cloud project
  • Google Calendar API enabled
  • OAuth credentials for Pipeline
  • The Pipeline Google Calendar callback URL

Required Calendar Access

Pipeline currently needs access to create and update calendar events, and to read the user's calendar list. Use these scopes:

  • https://www.googleapis.com/auth/calendar.events
  • https://www.googleapis.com/auth/calendar.calendarlist.readonly

Configure Google Cloud

  1. Open Google Cloud Console
  2. Create or select the Pipeline project
  3. Enable Google Calendar API
  4. Configure the OAuth consent screen
  5. Create OAuth client credentials
  6. Add the Pipeline Google Calendar callback URL as an authorised redirect URI
  7. Save the client ID and client secret in the Pipeline environment or integration configuration

Connect Google Calendar in Pipeline

  1. Open Pipeline and go to Settings
  2. Select Apps
  3. Find the Google Calendar card
  4. Click Connect
  5. Sign in to Google
  6. Approve calendar access
  7. Return to Pipeline

How Sync Works

Connecting Google Calendar creates events for existing Daily To Do work. Pipeline then creates, updates or removes the matching Google Calendar event when an item changes. Moving an event directly in Google Calendar does not currently update Pipeline.

Troubleshooting

  • If Google blocks the connection, check the redirect URI matches exactly
  • If events do not appear, check the connected calendar account
  • If the connection stops working, reconnect Google Calendar from the Apps page
  • If the consent screen shows testing restrictions, add the user as a test user or publish the app as appropriate