Create and send document templates in BoldSign when new bookings are made in Cal.com
Effortlessly manage your client bookings and documentation process with this streamlined workflow. When a new booking is created in Cal.com, it prompts BoldSign to send a document from a pre-made template. This efficient process not only saves time but also ensures instant document dispatch for every fresh booking, enhancing your client communication and service.
Effortlessly manage your client bookings and documentation process with this streamlined workflow. When a new booking is created in Cal.com, it prompts BoldSign to send a document from a pre-made template. This efficient process not only saves time but also ensures instant document dispatch for every fresh booking, enhancing your client communication and service.
- When this happens...Booking Created
Triggers when a new booking is created.
- automatically do this!Send Document From Template
Create and send a document out for signature based on a BoldSign template.
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