Factomos + Calendly Integrations

How to connect Factomos + Calendly

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Supported triggers and actions

What does this mean?
    • Article NameRequired

      The name of the article, will be displayed in the quotes / invoices lines

    • Article Type

      Type of the article among (service, product)

    • Article description

      The description of the article

    • Article unit

      Unit of the article (day, kg, etc ...)

    • Article price

      Price of the article

    • Article supplier price

      The article price of the supplier

    • Vat rate

      Vat rate of the article in percentage, if not present, will be the default vat rate of the account (ex: 20, for France: Taux de TVA)

    • ContactRequired

      Public Id of the contact, can be retrieve with the action "Find Contact"

    • Estimate subject

      Subject of the estimate

    • Estimate attention

      Attention of the estimate (To the attention of)

    • Estimate date

      Date of the estimate (ex: 2021-02-10), If not present, will be current date

    • Article IdRequired

      Public Id of the article, can be retrieve with the action "Find Article"

    • Article description

      If not present, will be the default description of the article

    • QuantityRequired

      Number of articles for this line

    • Price

      Price of the Article, if not present will be the default price of the article

    • Vat rate

      Vat rate in percentage (ex: 20), if not present will be the default rate of the article For France : Taux de TVA

    • Estimate Comment

      Comment at the end of the estimate

    • Invoice PIDRequired

      The invoice pid given by Factomos after creating the invoice

    • Payment type

      The type of the payment to set in Factomos. Possible values are : "transfer": Bank transfer, "card": Credit/Debit card, "check": Check, "cash": Cash, "order": Direct debit, "other": Any other payment method

    • Payment date

      The date of the payment, given by WooCommerce

    • Total amount paidRequired

      Total amount paid (with taxes) for the order, given by WooCommerce

    • Article ReferenceRequired

      The article's reference, in common with Factomos

    • Article PriceRequired

      The article's price in WooCommerce

    • Article Total VATRequired

      The article's total vat (excluding taxes, for total quantity) from WooCommerce

    • Article QuantityRequired

      Total quantity of this article in order on WooCommerce

    • Article NameRequired

      Article name, given by WooCommerce

    • Article description

      The article description (under the title in the invoice). For all articles except shipping which will be the shipping method.

    • Article Product ID

      WooCommerce product ID for the given article (only useful for Article Images)

    • Default Article PID

      If article not found, use this default PID (creating non-existing articles in factomos is not supported at the moment)

    • Shipping Article PID

      The PID of the article dedicated to shipping in Factomos, so as to show a line in the invoice for shipping costs. If empty, there will be no shipping.

    • Shipping Total

      Total shipping fees for the invoice, excluding taxes (HT)

    • Shipping Tax

      The total taxes paid for shipping, via WooCommerce

    • Tax Lines Rate Percent

      The different tax rates that can be applied, from WooCommerce

    • Tax Lines Totals

      The total taxes paid per tax type, given by WooCommerce

    • Total paidRequired

      Total paid for the order, given by WooCommerce

    • Total taxes paidRequired

      Total taxes paid for the order, given by WooCommerce

    • Shipping MethodRequired

      The shipping methods given by WooCommerce

    • Image ID

      The id (= product id) resulting from the optional "Find Article Images" step

    • Image SRC

      The image src (url) given by the optional "Find Article Images" step

    • Contact Type

      Type of contact among (prospect, client, supplier)

    • Contact Company Name

      Required if Client Type is Enterprise (B2B).

    • Contact Reference

      Internal reference of your contact

    • Registration number

      Registration number of the company. For france, it is : SIRET

    • Vat Number

      For France : N° TVA.

    • Contact's website

      Website URL of your contact

    • Client Phone number

      The phone number of your client

    • Contact Description

      Internat Comments about your client

    • Contact title

      The title of the contact among ('MR', 'MRS', '')

    • First name

      First name of the contact

    • Last nameRequired

      The last name of the contact

    • E-mail

      The email of the contact

    • Phone number

      The phone number of the contact

    • Contact Language

      The language of the contact for the futur quotes or invoices

    • Address

      Street number and name of the address

    • Address More

    • Zipcode

    • City

    • Country

      Country iso code (ex: FR, ES)

    • ContactRequired

      Public Id of the contact, can be retrieve with the action "Find Contact"

    • Invoice object

      Subject of the invoice

    • Invoice attention

      Attention of the invoice (To the attention of)

    • Invoice date

      Date of the invoice (ex: 2021-02-10), If not present, will be current date

    • Date of Payment

      Date of payment (deadline, ex: 2021-02-10), if not present will be the default deadline of the account

    • Invoice Paid Mention

      Is the invoice paid or not ? 'pay_before ' : display the mention "Payable before <invoice_due_date>" 'paid' : display the mention "Paid <invoice_due_date>" 'pay_on_receive': display the mention "Pay on receive"

    • Prices include tax?

      If prices in Factomos and Woocommerce are defined including taxes (TTC), set to true

    • Article idRequired

      Public Id of the articles in Factomos

    • Article title

      The name of the article from WooCommerce.

    • Article quantity

      The quantity of the article ordered

    • Article price

      The unit price of the article (without taxes)

    • Article VAT Rate

      The VAT rate for this article

    • Article Total VAT

      The total VAT paid for this article (for whole quantity)

    • Article description

      The description for the article

    • Article line mode

      The "line_mode" section from the "Find Articles" step, useful in case of article images.

    • Invoice Comment

      Comment at the end of the invoice

    • Invoice creation mode in FactomosRequired

      DRAFT INVOICE to test the creation of an invoice. This will create a draft invoice in factomos, that will need to be manually validated to become a real invoice. REAL INVOICE only once everything seems to work, to use live with real orders.

    • Send invoice to customer via email

      Set to TRUE to automatically send the invoice to the customer's email address via Factomos after creating it.

    • WooCommerce Website DomainRequired

      The domain of your WooCommerce website, formatted like www.myshop.com

    • WooCommerce API Consumer KeyRequired

      Found in WooCommerce admin (see documentation)

    • WooCommerce API Consumer SecretRequired

      Found in WooCommerce admin (see documentation)

    • Product ID

      The WooCommerce product ID

    • Keyword

      keyword to search among the following fields: client_company_name, description, last name, email, reference, siret


How Factomos + Calendly Integrations Work

  1. Step 1: Authenticate Factomos and Calendly.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

Calendly Tutorials

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About Factomos

Factomos is an invoicing tool that can help you create invoices and quotes.

Related categories

  • Accounting
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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 more

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