Calendly + Confido Legal

Create payment requests in Confido Legal when new invitees are added in Calendly

When a new invitee is added in Calendly, streamline the legal process by simultaneously sending a payment request in Confido Legal with this time-saving workflow. Without lifting a finger, ensure guests are promptly accounted for in your legal billing processes. This effective automation helps maintain efficiency and accuracy, removing potential human error and saving valuable time.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
ActionWrite

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Supported triggers and actions

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Trigger
Instant
Try It
- Routing Form
Trigger
Instant
Try It
- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write

- SearchRequired
Action
Search
New Stored Payment Method Created
Triggers when a new stored payment method is create.
Trigger
Instant
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- Client NameRequired
- Client Address Line 1
- Client Address Line 2
- Client City
- Client State
- Client Zip
- Client Email
- Client Phone
- Client First Name
- Client Last Name
- Firm ID
- External ID
- QuickBooks Customer Reference
- QuickBooks Realm ID
- Surcharge Enabled
Action
Write
- Client IDRequired
Action
Write
- Amount in d.cc format (e.g. 1.50 for 1 dollar and 50 cents).Required
- Authorized Emails
- Authorized Phone Numbers
- Client ID
- Funding Account IDRequired
- Status
Action
Write
- Client IDRequired
- External ID
- NameRequired
- Secondary Client ID
Action
Write
- Payment Link IDRequired
Action
Write
- Payment Link IDRequired
- EmailsRequired
- Emails cc
- Emails bcc
- SubjectRequired
- MessageRequired
Action
Write
- Email For Receipt
- Matter ID
- Operating Amount
- Send Receipt
- Stored Payment Method ID
- Surcharge Enabled
- Trust Amount
Action
Write
- Client IDRequired
- Matter ID
- Operating Amount
- Subscription End Amount
- Subscription Never Ends
- Subscription End Date
- Subscription End Payments Number
- Schedule Frequency Biweekly
- Schedule Frequency Monthly
- Schedule Frequency Weekly
- Schedule Frequency Yearly
- Start Date
- Stored Payment Method ID
- Trust Amount
Action
Write
- Client IDRequired
Action
Write

- 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
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUIDRequired
Action
Search
Disbursement Approved/Updated
Triggers when a disbursement is approved or updated.
Trigger
Instant
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New Transaction Processed
Triggers when a new transaction (payment or disbursement) is made for a given Client and Matter.
Trigger
Instant
Try It
- Client NameRequired
Action
Write
- Transaction IDRequired
Action
Write
- Disbursement IdRequired
Action
Write
- Client IDRequired
- External ID
- Matter ID
- Memo
- Operating Amount
- Payment Methods Allowed
- QuickBooks Enabled
- Send Receipts
- Surcharging Enabled
- Trust Amount
Action
Write
- Client ID
- External ID
- Paylink IDRequired
- Matter ID
- Memo
- Operating Amount
- Payment Methods Allowed
- QuickBooks Enabled
- QuickBooks Invoice Reference
- QuickBooks Realm ID
- Send Receipts
- Trust Amount
Action
Write
- Stored Payment Method IDRequired
Action
Write
- Client IDRequired
Action
Write
- Subscription IDRequired
Action
Write
- Transaction IdRequired
Action
Write

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

About Confido Legal

Confido Legal is a credit/debit card and bank transfer acceptance platform specifically designed for law firms.

Related categories

Payment Processing

Calendly + Confido Legal

Create payment requests in Confido Legal when new invitees are added in Calendly

Supported triggers and actions

Event Canceled

Invitee Created

New Routing Form Submission

Create One-Off Meeting

Cancel Scheduled Event

Find User

New Stored Payment Method Created

Create Client

Get Client Info by ID

Create Disbursement

Create Matter

Get Payment Link by ID

Send Payment Request

Initiate Stored Payment Method Payment

Create Subscription

Get Subscriptions by Client ID

Invitee Canceled

Invitee No Show Created

Cancel an Event

Mark Invitee as No Show

Find Event

Disbursement Approved/Updated

New Transaction Processed

Get Client Info by Name

Get Clio Invoice Numbers

Get Disbursement by ID

Create Payment Link

Update Payment Link

Get Stored Payment Method by ID

Get Stored Payment Methods by Client Name

Get Subscription by ID

Get Transaction Data by ID

About Calendly

Related categories

About Confido Legal

Related categories