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Calendly + Confido Legal

Create payment requests in Confido Legal when new invitees are added in Calendly

When a new invitee is added in Calendly, streamline the legal process by simultaneously sending a payment request in Confido Legal with this time-saving workflow. Without lifting a finger, ensure guests are promptly accounted for in your legal billing processes. This effective automation helps maintain efficiency and accuracy, removing potential human error and saving valuable time.

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More things you can do with Calendly and Confido Legal

Discover other triggers and actions you can use with Calendly and Confido Legal

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
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- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
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- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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- Routing Form
Trigger
Instant
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- Event Name
  Required
- Host User
  Required
- Co-hosts
- Duration (in minutes)
  Required
- Time Zone
- Start Date
  Required
- End Date
  Required
- Location Kind
- Location
- Additional Location Info
Action
Write

- Event Type
  Required
- Start Time
  Required
- Invitee Email
  Required
- Invitee Full Name
- Invitee First Name
- Invitee Last Name
- Invitee Timezone
  Required
- Location Type
- Text Reminder Phone Number
- Event Guests
- Questions
- Answers
- Enable Invitee Tracking
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
- Name
- Email
- Email Is Primary
- Phone Number
- Timezone
- Job Title
- Company
- Country
- State
- City
- LinkedIn
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Event UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Search
  Required
Action
Search
Disbursement Approved/Updated
Triggers when a disbursement is approved or updated.
Trigger
Instant
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New Transaction Processed
Triggers when a new transaction (payment or disbursement) is made for a given Client and Matter.
Trigger
Instant
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- Client Name
  Required
- Return Mode
Action
Write
- Transaction ID
  Required
Action
Write
- Disbursement Id
  Required
Action
Write
- Bank Accounts Selection Mode
  Required
- Client ID
  Required
- External ID
- Matter ID
- Memo
- Payment Methods Allowed
- QuickBooks Enabled
- Send Receipts
- Surcharging Enabled
Action
Write
- Client ID
- External ID
- Paylink ID
  Required
- Matter ID
- Memo
- Operating Amount
- Payment Methods Allowed
- QuickBooks Enabled
- QuickBooks Invoice Reference
- QuickBooks Realm ID
- Send Receipts
- Trust Amount
Action
Write
- Stored Payment Method ID
  Required
Action
Write
- Client ID
  Required
Action
Write
- Subscription ID
  Required
Action
Write
- Transaction Id
  Required
Action
Write

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
- Invitee type
Trigger
Instant
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- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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- Event UUID
  Required
- Reason
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Name
  Required
- Email
  Required
- Email Is Primary
- Phone Number
- Timezone
- Job Title
- Company
- Country
- State
- City
- LinkedIn
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
Action
Search
- Invitee Email
  Required
- Scope
  Required
- Event Type
- Event Status
- Sort Order
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Sort
- Email
- Phone Number
- Timezone
- Name
- Job Title
- Company
- Country
- State
- City
Action
Search
New Stored Payment Method Created
Triggers when a new stored payment method is create.
Trigger
Instant
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- Client Name
  Required
- Client Address Line 1
- Client Address Line 2
- Client City
- Client State
- Client Zip
- Client Email
- Client Phone
- Client First Name
- Client Last Name
- Firm ID
- External ID
- QuickBooks Customer Reference
- QuickBooks Realm ID
- Surcharge Enabled
Action
Write
- Client ID
  Required
Action
Write
- Amount in d.cc format (e.g. 1.50 for 1 dollar and 50 cents).
  Required
- Authorized Emails
- Authorized Phone Numbers
- Client ID
- Matter ID
- Funding Account ID
  Required
- Status
Action
Write
- Client ID
  Required
- External ID
- Name
  Required
- Secondary Client ID
Action
Write
- External ID
- Payment Link ID
Action
Write
- Payment Link ID
  Required
- Emails
  Required
- Emails cc
- Emails bcc
- Subject
  Required
- Message
  Required
Action
Write
- Email For Receipt
- Matter ID
- Operating Amount
- Send Receipt
- Stored Payment Method ID
- Surcharge Enabled
- Trust Amount
Action
Write
- Client ID
  Required
- Matter ID
- Operating Amount
- Subscription End Amount
- Subscription Never Ends
- Subscription End Date
- Subscription End Payments Number
- Schedule Frequency Biweekly
- Schedule Frequency Monthly
- Schedule Frequency Weekly
- Schedule Frequency Yearly
- Start Date
- Stored Payment Method ID
- Trust Amount
Action
Write
- Client ID
  Required
Action
Write

About Calendly

Calendly connects the entire meeting workflow — scheduling, payments, meeting notes, contacts, and more — and handles the work before, during, and after meetings.

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Related categories

Scheduling & Booking

About Confido Legal

Confido Legal is a credit/debit card and bank transfer acceptance platform specifically designed for law firms.

HelpHelp

Related categories

Payment Processing