Calendly Booking to Zoho Invoice

This automation streamlines your sales process by automatically generating invoices in Zoho Invoice whenever a booking is made through Calendly. It saves you time and reduces manual data entry, ensuring you get paid faster.

1. A client books a meeting or consultation through your Calendly link.
2. The automation is triggered by the Calendly booking.
3. The automation then creates a corresponding invoice in Zoho Invoice.
4. The invoice in Zoho Invoice is pre-populated with relevant booking details.
5. The automation runs automatically, generating an invoice each time a new booking is made.

To successfully use this automation template, you'll need a few things set up beforehand. Here's a quick guide to what you need to get started:

• Active accounts with Calendly.
• Active accounts with Zoho Invoice.
• Configured Calendly booking types that match your pricing and service offerings.
• Configured Zoho Invoice settings to reflect your pricing and service offerings.

Imagine the convenience of automated invoicing in various business scenarios. This Calendly to Zoho Invoice automation is ideal for streamlining processes such as onboarding calls, where an invoice is instantly generated after a scheduled session. It's also perfect for sales demos, ensuring that you get paid promptly. Similarly, coaches can leverage this to create invoices seamlessly after each coaching session, saving time and improving efficiency.

How does the automation know what to put on the invoice?

The automation pulls booking details from Calendly, such as the meeting name, date, time, and any custom questions you've set up. This information is then used to populate the corresponding invoice in Zoho Invoice. You'll need to configure your Calendly booking types and Zoho Invoice settings to ensure the correct pricing and service details are reflected on the invoice.

What happens if a booking is canceled or rescheduled?

This template focuses on generating invoices for confirmed bookings. If a booking is canceled or rescheduled, the corresponding invoice will not be automatically generated. You will need to manually manage any necessary adjustments in Zoho Invoice based on your cancellation or rescheduling policy.

Do I need to have both Calendly and Zoho Invoice accounts to use this template?

Yes, this automation requires active accounts with both Calendly and Zoho Invoice. You'll also need to configure both platforms to work with your specific services and pricing. Once you have these accounts set up and configured, the automation will handle the invoice generation automatically after each Calendly booking.