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.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    AdvicePayAdvicePay
    Create an Invoice

    Creates a new invoice.

    ActionWrite
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Supported triggers and actions

    • Free Plan Copy

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Free Plan Copy

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Event UUIDRequired

    • Reason

    Action
    Write
    • Event TypeRequired

    • Start TimeRequired

    • Invitee EmailRequired

    • Invitee Full Name

    • Invitee First Name

    • Invitee Last Name

    • Invitee TimezoneRequired

    • Location Type

    • Text Reminder Phone Number

    • Event Guests

    • Questions

    • Answers

    • Enable Invitee Tracking

    Action
    Write
advicepay logo
advicepay logo

About AdvicePay

AdvicePay is a tool for fee-for-service financial planners to manage billing, payments, and compliance.

Related categories

  • Commerce
calendly logo
calendly logo

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.
Learn more

Related categories

  • Scheduling & Booking