AdvicePay + Calendly

AdvicePay + Calendly integrations

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.

When this happens...
Invitee CreatedTriggers when an invitee schedules an event.
TriggerInstant
automatically do this!
Create an InvoiceCreates a new invoice.
ActionWrite

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More things you can do with Calendly and AdvicePay

Discover other triggers and actions you can use with Calendly and AdvicePay

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Event UUID
  Required
- Reason
Action
Write
- Event Type
  Required
- Start Time
  Required
- Invitee Email
  Required
- Invitee Full Name
- Invitee First Name
- Invitee Last Name
- Invitee Timezone
  Required
- Location Type
- Text Reminder Phone Number
- Event Guests
- Questions
- Answers
- Enable Invitee Tracking
Action
Write

Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search

- Search
  Required
Action
Search
Invoice Paid
Triggers when an invoice is paid.
Trigger
Polling
Try It
Subscription Canceled
Triggers when a subscription is canceled.
Trigger
Polling
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- Amount to be Invoiced
  Required
- Due Date
  Required
- Client
  Required
- Advance Billing
  Required
- Description of Services
  Required
- Send Email
- Email Message
- Engagement Workflow Id
Action
Write
- Invoice ID
  Required
Action
Write
- Page
- Invoices Per Page
- Invoice Status
- Invoice Frequency
- Invoices Paid After...
- Invoices Paid Before...
- Advisor
- Client
Action
Write
- Page Size
- Verified
- Email
Action
Write
- Client Email
  Required
- Client First Name
  Required
- Client Last Name
  Required
- Advisor
  Required
Action
Search or write

- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Routing Form
Trigger
Instant
Try It
- Event Name
  Required
- Host User
  Required
- Co-hosts
- Duration (in minutes)
  Required
- Time Zone
- Start Date
  Required
- End Date
  Required
- Location Kind
- Location
- Additional Location Info
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
Agreement Completed
Triggers when an eSign agreement is fully executed by all required signers.
Trigger
Polling
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Subscription Activated
Triggers when a subscription is initially activated.
Trigger
Polling
Try It
- Client Email
  Required
- Client First Name
  Required
- Client Last Name
  Required
- Advisor
  Required
Action
Write
- Amount to be Invoiced, in cents
  Required
- Due Date
  Required
- Client
  Required
- Frequency
  Required
- Billing Periods (numeric)
- Advance Billing
  Required
- Description of Services
  Required
- Send Email
- Email Message
- Engagement Workflow ID
Action
Write
- Subscription ID
  Required
Action
Write
- Page
- Subscriptions per Page
- Filter by Subscription Status
- Filter by Subscription Frequency
- Filter by Advisor
- Filter by Client
Action
Write
- Client Email
  Required
Action
Search

About AdvicePay

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

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Related categories

Beta

Commerce

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.

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Related categories

Scheduling & Booking

Related Zap Templates

Create AdvicePay clients for new Calendly invitees

Related Zap Templates

Create AdvicePay clients for new Calendly invitees