Calendly + Holded

Create sales receipts in Holded for new invitees in Calendly

Create a Sales Receipt in Holded each time a new Invitee is added in Calendly, thanks to this workflow. This process removes the need for manual efforts, ensuring prompt and accurate financial documentation. It's an ideal way to simplify administrative tasks and keep up with your fast-paced schedules.

Create a Sales Receipt in Holded each time a new Invitee is added in Calendly, thanks to this workflow. This process removes the need for manual efforts, ensuring prompt and accurate financial documentation. It's an ideal way to simplify administrative tasks and keep up with your fast-paced schedules.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    HoldedHolded
    Create Sales Receipt

    Creates a Sales Receipt

    ActionWrite
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Supported triggers and actions

    • Free Plan Copy

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Free Plan Copy

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Event UUIDRequired

    • Reason

    Action
    Write
  • Calendly triggers, actions, and search

    Mark Invitee as No Show

    Marks a specific invitee as a no show.

    Action
    Write
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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

Related categories

  • Scheduling & Booking
holded logo
holded logo

About Holded

The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier