Create a customer in Stripe when an event is scheduled in Calendly

■Overview

Manually registering appointment details collected through Calendly in Stripe, your payment system, is not only time-consuming but can also lead to data entry errors. As the number of appointments grows, this workload can become even more significant.
With this workflow, you can automate the integration between Calendly and Stripe. Whenever a new event is added in Calendly, customer information is automatically created in Stripe, helping you eliminate these challenges.

■Who This Template Is For

• Those who use Calendly and Stripe but manually manage everything from appointment scheduling to payments
• Those who want to eliminate missing or incorrect information when transferring new Calendly appointment details to Stripe
• Those who want to automate the connection between appointment and customer management so they can focus on more important tasks

■Benefits of This Template

• Because customer information is automatically created in Stripe when an event is added in Calendly, you can reduce the time previously spent on manual data entry
• By eliminating the need to manually transfer customer information, you can prevent human errors such as incorrect names or email addresses

■Flow Bot Steps

1. First, connect Calendly and Stripe to Yoom
2. Next, select Calendly as the trigger and set the action to “When an event is added”
3. Finally, set Stripe’s “Create a customer” action as the operation and link it to the information retrieved from Calendly

※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger is activated

■Customization Options

• When creating a customer in Stripe, you can dynamically register information by setting the Calendly appointment details retrieved by the trigger as variables for fields such as the customer’s name and email address

■Important Notes

• Connect both Calendly and Stripe to Yoom.
• Stripe is available only on the Team and Success plans. If you are on the Free or Mini plan, operations and Data Connect settings in flow bots that use Stripe will result in errors.
• Paid plans, including the Team and Success plans, come with a two-week free trial. During the free trial, you can use apps that are otherwise restricted.