Calendly + Docusign
Create DocuSign signature requests for new Calendly invitees
Streamline your scheduling and document signing process with this efficient workflow. When a new invitee is created in Calendly, it automatically triggers the creation of a signature request in DocuSign. Save time and effort by automating this crucial step, ensuring all documents are promptly sent out for signing, and keep your appointments organized.
Streamline your scheduling and document signing process with this efficient workflow. When a new invitee is created in Calendly, it automatically triggers the creation of a signature request in DocuSign. Save time and effort by automating this crucial step, ensuring all documents are promptly sent out for signing, and keep your appointments organized.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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