Skip to main content

Hi All,

 

I need to collect additional information because invitees are mostly B2B customers.

According to the documentation of calendly I can use custom invitee question to get the company name.

 

According to the Stripe documentation, I can force collecting those information by providing parameters within the integration, but I have no control or config about how calendly creates the payment links.

 

Questions:

  1. Can I also use custom questions for collecting the billing address?
  2. Are those additional infos(company name, billing address) also submited to Stripe( where I need them) ?
  3. Can I set additional parameters for the stripe integration to force billing adress etc. ?

Hi ​@hrnkmp - Thanks for reaching out! I’ve added answers below:

  1. Yes you can, you can also set specific questions to be required so they cannot be submitted without filling them out
  2. The additional information is not submitted to stripe. The Stripe integration just allows the customer to submit a payment on the booking page.
  3. You cannot, this would need to be done through the Invitee Question side to enforce those questions.

Unfortunately there is not a way to send customer data to stripe from Calendly directly. You would need to use a tool like Zapier to send over the data, and generate the information, or update specific customers. You can read more on this here:
https://zapier.com/apps/calendly/integrations/stripe

 

Let me know if you have any questions!

Hi ​@David,

thanks for the quick response.

 

I’ve never worked with Zapier.

How would the workflow look like exacly?

 

If a customer is created within stripe on calendly event booking.

Do I need to manually link the information of guest(create by calendly stripe integration) and customer(created by zapier) together or does zapier already do this?

 

Just asking because with multiple inbound channels, this could get real messy real quick, if this need to be done by hand.

Hi ​@hrnkmp,

 

In regards to “How would the workflow look like exacly?” - Zapier has a community where you can post questions about specific workflows like this. We are pretty reticent to give detailed walkthroughs about another company’s products. That said Zapier is pretty intuitive once you start working within it. For what it is worth, their AI is really powerful. You just describe what you want and it will create the workflow. You will then give it access to your linked accounts and test it. I’d encourage jumping in and monkeying rather than predetermining every detail first. Move fast and all that. 

 

To answer your second question, once you set up your workflow Zapier happens automatically based on the ‘triggers’ you tell it to watch for. It is designed as a set it and forget it program. Hope all this helps!

Thanks again for your helpful answer. I’ll take a look at zapier

Reply


Need Help? Visit 'Get Help. Give Help.'
Terms & ConditionsCookie Settings