Calendly + Square
Create Square customers for new invitee created Calendly events
When you have people scheduling billable time with you, you'll want to update your payment tool with their details. This integration helps by automatically creating a Square customer record with the details of an invitee created event in Calendly. You won't have to manually add or import customers info again.
When you have people scheduling billable time with you, you'll want to update your payment tool with their details. This integration helps by automatically creating a Square customer record with the details of an invitee created event in Calendly. You won't have to manually add or import customers info again.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Customer
Triggers when a new customer is created.
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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.
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About Square
Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.
