Save time on manually invoicing for booked meetings and calls. This Zapier integration will create a new invoice in Wave every time a customer books a meeting with you via Calendly. And if the customer is making their first booking, Zapier will add the customer for you in Wave too.
Note: If you want to charge only when your customer books a particular Event Type, try adding a Filter step. If you offer different types or lengths of Event at different prices, creating a Lookup Table in a Formatter step will allow you to map your Calendly Event Types to Wave Product IDs and ensure you charge the right price.
How this Calendly-Wave integration works:
- A customer books an appointment on your Calendly page
- Zapier searches for the customer in Wave, and adds the customer to Wave if not found
- Zapier creates an invoice in Wave
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Triggers when an invitee cancels a scheduled event.
Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.
Triggers when an invitee schedules an event.
Creates a new invoice.
Triggers when a new invoice is created.
Creates a customer in a business that you choose.
Triggers when a new customer is added to a business you choose.
Creates a product or service in a business that you choose.
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