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Quickly connect Calendly to Docusign with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Calendly with Docusign - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Event Canceled" from Calendly.
Add your action
An action happens after the trigger—such as "Add to Bulk Send List" in Docusign.
You’re connected!
Zapier seamlessly connects Calendly and Docusign, automating your workflow.
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Frequently Asked Questions about Calendly + Docusign integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Calendly and Docusign
How do I integrate Calendly with Docusign?
To integrate Calendly with Docusign, you'll typically need to use an automation platform like us. You can set up a trigger in Calendly, such as a new meeting being scheduled, which then initiates an action in Docusign, such as sending a specific contract or document to the invitees.
What are common triggers when integrating Calendly and Docusign?
Common triggers include new events created in Calendly. For example, when you schedule a meeting or an appointment is booked via Calendly, it can trigger actions like automatically sending out a contract or agreement for signing through Docusign.
Can I automate document signing via Docusign when an event is scheduled on Calendly?
Yes, you can automate document signing by setting up workflows where booking an event on Calendly acts as a trigger to send out documents from Docusign for recipients to review and sign.
Is it possible to customize the documents sent from Docusign based on different types of events in Calendly?
Indeed, you can customize which documents are sent from Docusign by configuring your workflow to match the type of event scheduled in Calendly. You might have distinct agreements that align with different meeting types or services offered.
What happens if there are changes to a scheduled event in Calendly?
If there are changes to a previously scheduled event in Calendly—like time adjustments or cancellations—we can configure actions to update or retract documents sent through Docusign accordingly, ensuring that all party members are kept up-to-date.
How secure is the integration between Calendly and Docusign?
Security is paramount. Data shared between Calendly and Docusign through our platform is encrypted end-to-end. Moreover, secure authentication methods ensure that only authorized access and actions occur as part of this integration.
Are there any limitations I should be aware of when integrating these two services?
While many features work seamlessly together, keep an eye on limits related to API usage on either platform. High-volume users might hit these limits faster depending on their subscription tier for each service.
Practical ways you can use Calendly and Docusign
Collect signed contracts through scheduled meeting bookings.
When an invitee creates a meeting in Calendly, have Zapier automatically generate a Docusign signature request. This automation ensures business owners can efficiently collect required signatures, reducing manual follow-up and keeping everything on time.
Business OwnerSend offer letters after interview scheduling.
When an interview is scheduled via Calendly, Zapier will trigger an offer letter request through Docusign. This automation helps HR teams move candidates quickly through final stages, reducing time-to-hire and improving candidate experience.
HR & Recruiting OpsVerify signed agreements before project kickoff.
When an envelope is completed in Docusign, Zapier will create a one-off meeting in Calendly for the kickoff call. This ensures project managers avoid delays caused by unsigned agreements, streamlining the scheduling process.
Project ManagementSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Event Canceled
Triggers when an event is canceled.
Try ItTriggerPolling - Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Try ItTriggerInstant- Routing Form
Try ItTriggerInstant- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
ActionWrite
- Free Plan Copy
- Webhook subscription scopeRequired
Try ItTriggerInstant- Free Plan Copy
- Webhook subscription scopeRequired
Try ItTriggerInstant- Event UUIDRequired
- Reason
ActionWrite- Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
ActionWrite
