Sync new appointment contacts directly to your accounting records

When a new customer books for the first time in Calendly, automatically sync their record into Double HQ so financial history stays tied to the right profile.

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See all Double HQ + Calendly integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Double HQ Explore Double HQ →

Triggers

New invoice created

Fires when a new invoice is created in Double HQ.

Payment received

Fires when a payment is recorded in Double HQ.

Invoice overdue

Fires when an invoice in Double HQ passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Double HQ.

Actions

Create invoice

Creates a new invoice in Double HQ.

Record payment

Records a payment against an invoice in Double HQ.

Create expense

Creates a new expense entry in Double HQ.

Sync customer record

Syncs a customer's billing record in Double HQ.

Calendly Explore Calendly →

Triggers

New booking made

Fires when a new booking or appointment is made in Calendly.

Booking rescheduled or canceled

Fires when a booking in Calendly is changed or canceled.

New customer

Fires when a new customer books for the first time in Calendly.

Actions

Create a booking

Creates a new booking or appointment in Calendly.

Cancel or reschedule a booking

Cancels or moves a booking in Calendly.

Create or update a customer

Creates or updates a customer record in Calendly.

Add the booking to a calendar

Adds a booking from Calendly to a connected calendar.

Generate invoices automatically when appointments are booked When a client books a session in Calendly, automatically create a draft or ready-to-send invoice in Double HQ to streamline your billing process. See details

Schedule follow-up consultations when invoices are paid When a payment is received in Double HQ, automatically create a new booking or update the customer's profile in Calendly so their next session is prepared. See details

See all Double HQ + Calendly integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Sync new appointment contacts directly to your accounting records” between Double HQ and Calendly?

Yes — describe it in the box above and Knit's Integrations Agent researches Double HQ and Calendly's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can an invoice be created automatically when an appointment is booked?

Yes, whenever a client schedules a paid session in Calendly, a corresponding invoice can be generated automatically in Double HQ.

How do customer records stay consistent between appointment booking and accounting?

When a new customer is added in Calendly, their client profile automatically syncs over to Double HQ for streamlined invoicing and record-keeping.