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Calendly + PandaDoc

Create PandaDoc documents for new Calendly invitees

Create professional documents for your scheduled meetings with ease using this automation between Calendly and PandaDoc. Whenever a new invitee is added to your Calendly event, this workflow generates a document in PandaDoc, allowing you to quickly prepare relevant materials. Save time and ensure consistent documents for every meeting with this streamlined process.

Create professional documents for your scheduled meetings with ease using this automation between Calendly and PandaDoc. Whenever a new invitee is added to your Calendly event, this workflow generates a document in PandaDoc, allowing you to quickly prepare relevant materials. Save time and ensure consistent documents for every meeting with this streamlined process.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    PandaDocPandaDoc
    Create Document

    Create a document from a template.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Source

    Trigger
    Instant
    Try It
    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
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calendly logo

About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.
Learn moreHelp

Related categories

  • Scheduling & Booking
pandadoc logo
pandadoc logo

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

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