AdvicePay + Calendly
Create AdvicePay invoices for new Calendly invitees
Automate creating invoices for event types with associated fees, like an hourly advisor rate. When a Calendly invitee schedules a new event, this automation finds or creates an AdvicePay client and immediately sends them an invoice.
Automate creating invoices for event types with associated fees, like an hourly advisor rate. When a Calendly invitee schedules a new event, this automation finds or creates an AdvicePay client and immediately sends them an invoice.
- When this happens...Invitee Created
Triggers when an invitee schedules an event.
- automatically do this!Create an Invoice
Creates a new invoice.
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About AdvicePay
AdvicePay is a tool for fee-for-service financial planners to manage billing, payments, and compliance.
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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.