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How to trigger an invoice creation based on a specific Calendly event in Zapier?

  • February 24, 2024
  • 6 replies
  • 83 views

FeliceMK

Hi! I’m a new one here so I apologize if this question has already been answered. I have had no luck searching this in articles. If there is a direct article that answers this question, please post below!

I am trying to trigger an invoice to be created once a specific event is created. I have MULTIPLE events. Right now I am stuck at this screen where it states “user” but it does not allow me to refresh events or type in the specific event I would like to trigger. Im attaching a screenshot of what Im referring too. 

Please help!

 

 

Best answer by Troy Tessalone

@FeliceMK 

Click on the [+] between Step 1 and Step 2.

Search or select the Filter app.

 

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6 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • 34060 replies
  • February 24, 2024

Hi @FeliceMK 

In the Calendly Zap trigger, change it to Organization.

Then add a Filter as Step 2: https://zapier.com/apps/filter/help

 

 


FeliceMK
  • Author
  • New
  • 3 replies
  • February 24, 2024

Hey thank you so much for responding, and so fast! I’m still a little stuck… I wanted the video on this help section but I’m still not seeing the filter option. I changed it to organization thanks to your advice. This is what my screen is showing now. 

 

 


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • 34060 replies
  • Answer
  • February 24, 2024

@FeliceMK 

Click on the [+] between Step 1 and Step 2.

Search or select the Filter app.

 


FeliceMK
  • Author
  • New
  • 3 replies
  • February 24, 2024

Thank you so much Troy! Last question…. I am customizing the fields for the invoice to be created after the client has booked the Calendly event. Im selecting “invitee email”… but next to it is a recent email that scheduled this event. This invoice will be sent to the invitee email, and not the email specifically next to it correct? I hope that makes sense what I’m asking! 

Attaching another screenshot. 

 


FeliceMK
  • Author
  • New
  • 3 replies
  • February 24, 2024

And is there any way to figure out exactly whats wrong with my zap, I’ve troubleshooted all the steps but no luck. 

 

 


ken.a
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  • Zapier Staff
  • 6780 replies
  • March 6, 2024

Hi there @FeliceMK,

I’m jumping in to see if I can help!

I’m so sorry for the late response here.

It looks like the “Order ID” and the “Customer ID” fields looks for the ID. Have you tried adding a “Find Order” and “Find Customer” action in Square to fetch the required IDs and mapping them to those fields?

Kindly give it a try and let me know how it goes? I'll keep an eye out for your response!