Invitee canceled (instant)
Triggers when an invitee cancels a scheduled event.
Invitee created (instant)
Triggers when an invitee schedules an event. NOTE: this trigger does not support custom questions and answers.
Invitee created with questions and answers (instant)
Triggers when an invitee schedules an event, with support for custom questions and answers. Requires signing up for the event when configuring the trigger. NOTE: the automation needs to use a trigger filter and only process invitees for the configured event.
Create single-use scheduling link for an organization event
Creates a single-use scheduling link for the specified organization event
Get invitee next scheduled event
Gets the next scheduled event for the invitee specified by their email.
List organization event types v3
Lists the Calendly organization's event types (v3, JSP). GET /event_types?organization={{organization}}&count=100 with browser User-Agent. Replaces broken visual lister e1bc9b7c (unsupported JS lookbehind regex). Outputs each event type's full field set incl. name, uri, slug, scheduling_url, pooling_type, kind, active.
List organization memberships
Returns all members of the connected Calendly organization (paginated). One record per membership: user_email, user_uri, user_name, role. Lets automations resolve a host email → Calendly user URI (CalendarConnect availability sync / settings populator).
Update event type availability schedule
Replaces a host's availability schedule on a Calendly event type with explicit date rules built from a list of slot start/end datetimes (e.g. Mindbody bookable availabilities). PATCH overwrites ALL existing rules for that host on that event type — intended for event types dedicated to MBO-synced availability. For round-robin/collective events, call once per host.
Add or update customer
Creates a new customer if the first/last name and email address don't exist, otherwise updates the existing customer. Emits the customer id if added or updated successfully, otherwise returns an error.
Create bill
Creates a new bill.
Create new credit memo
Creates a new credit memo.
Create new invoice
Creates a new invoice.
Create new payment
Creates a new payment in the Undeposited Funds account.
Create new refund receipt
Creates a new refund receipt.
Create new sales receipt
Creates a new sales receipt.
Create vendor
Creates a new vendor.
Email invoice
Emails an invoice to the billing email address associated with the specified invoice.
Find customer by name
Searches for a matching customer with the given customer name. If the customer exists, outputs the customer ID.
Get Bill Balance
Returns the balance for the specified bill. If the bill cannot be found, an error occurs.
Lookup Bill
Searches for a matching bill with the given doc number. If the payee name is not blank, it will match on Payee Name and Doc Number. If the bill exists, output bill.
Void payment
Voids a payment matching the specified payment reference number.
Void sales receipt
Voids a sales receipt matching the specified payment reference number.
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