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.
Invitee CanceledTriggers when an invitee cancels a scheduled event.Trigger- Invitee CreatedTriggers when an invitee schedules an event.Trigger
New AppointmentTriggers when a new appointment is created.Trigger- New Catalog ItemTriggers when a new catalog item is created.Trigger
- New CustomerTriggers when a new customer is created.Trigger
- New InvoiceTriggers when a new invoice is added.Trigger
- New OrderTriggers when a new order is processed.Trigger
- New PaymentTriggers when a new payment is created.Trigger
- Square
Adds a customer to a group.
Scheduled
Action
- Square
Creates a new appointment.
Scheduled
Action
- Square
Adjusts an inventory or changes its physical count.
Scheduled
Action
- Square
Creates a customer.
Scheduled
Action
- Square
Creates a new draft invoice for an order.
Scheduled
Action
- Square
Creates an externally paid and completed order.
Scheduled
Action
- Square
Refunds a completed payment.
Scheduled
Action
- Square
Removes a customer from a group.
Scheduled
Action
- Square
Sends an existing draft invoice.
Scheduled
Action
- Square
Updates a customer.
Scheduled
Action
- Square
Finds a customer based on email, phone number, or reference ID.
Scheduled
Action
- Square
Finds a service.
Scheduled
Action
- Square
Finds an order based on customer, fulfillment status, or order state.
Scheduled
Action
- Square
Find a customer. Optionally, create one if none are found.
Scheduled
Action
- Square
Find an order. Optionally, create one if none are found.
Scheduled
Action
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