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Calendly + FacturaDirecta

Create new clients in FacturaDirecta from new Calendly invitees

Keep your engagement process efficient and up-to-date with this workflow. When an invitee RSVPs using Calendly, they are instantly added to your FacturaDirecta client list. This workflow ensures seamless invitee management, allowing you to shed administrative duties and focus more on building valuable relationships.

Keep your engagement process efficient and up-to-date with this workflow. When an invitee RSVPs using Calendly, they are instantly added to your FacturaDirecta client list. This workflow ensures seamless invitee management, allowing you to shed administrative duties and focus more on building valuable relationships.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    FacturaDirectaFacturaDirecta
    Create Client

    Triggers when a new contact is added.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • CompanyRequired

    • Type

    Trigger
    Instant
    Try It
    • CompanyRequired

    • Customer ID

    • Find Customer By Email

    • Find Customer By FiscalId

    • Customer Name

    • Customer Surname

    • Customer Email

    • Customer Phone

    • Customer Fiscal Id

    • Is final customer

    • Customer Address

    • Customer City

    • Customer Region

    • Customer Zip Code

    • Customer Country

    • External ID

    • Create as draft

    • Series

    • Created Date

    • Due Date

    • Visible notes

    • Internal notes

    • Tags

    • PDF Template

    • Currency

    • Line Total Decimals

    • Invoice total

    • Taxes Included

    • Auto calculate taxes

    • Mark as paid

    • Bank

    • Payment method

    • Send document

    • Include facturae

    • Generate PDF

    • Generate Facturae

    • Product SKU

    • Description

    • Quantity

    • Unit Price

    • Amount

    • Tax Codes

    • Tax Name

    • Tax Rate

    • Discount Rate

    • Tax amount

    • Shipping Item

    • Shipping Amount

    • Shipping Description

    • Shipping Tax Codes

    • Shipping Tax Name

    • Shipping Tax Rate. (Ex: 0.21)

    • Shipping Discount Rate. (Ex: 0.05)

    • Shipping Tax Amount

    • Rates Base 100

    Action
    Write
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • CompanyRequired

    • Find Customer By Email

    • NameRequired

    • Surname

    • Email

    • Phone

    • Fiscal Id

    • Is final customer

    • Address

    • City

    • Region/State

    • Zip Code

    • Country

    Action
    Write
    • CompanyRequired

    • Invoice IdRequired

    • Bank Id

    • Bank

    • Amount

    Action
    Write
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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 moreHelp

Related categories

  • Scheduling & Booking
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facturadirecta logo

About FacturaDirecta

FacturaDirecta is an easy accounting software for small business and freelancers.

Related categories