Calendly + SignRequest

Create and send SignRequests for new Calendly invitees

When a new invitee is added in Calendly, this workflow immediately sends a SignRequest, streamlining your scheduling and document signing process. No more manual management of document delivery. Save time and stay organized by letting this efficient process handle the documentation in your scheduling routine.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
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Send SignRequest
Creates and sends a new SignRequest.
ActionWrite

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Supported triggers and actions

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Trigger
Instant
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- Routing Form
Trigger
Instant
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- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write

- Event UUIDRequired
Action
Search
- Team
Trigger
Instant
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- Team
Trigger
Instant
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- Team
- TemplateRequired
- Sender Email
- Who Needs to Sign?
- SignRequest Name
- Custom SignRequest Email Subject
- Custom Message
- Send Automatic Reminders?
- External ID
- Signer EmailRequired
- Signer First Name
- Signer Last Name
- Does This Signer Need to Sign?
- Signer Needs to Approve Only?
- Signing Order
- Signer Language
- Force Language
- Mobile Phone Number to Verify
- Advanced Signers Configuration
- Advanced Tags Prefill
Action
Write

- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
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- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Event UUIDRequired
- Reason
Action
Write
- Event TypeRequired
- Start TimeRequired
- Invitee EmailRequired
- Invitee Full Name
- Invitee First Name
- Invitee Last Name
- Invitee TimezoneRequired
- Location Type
- Text Reminder Phone Number
- Event Guests
- Questions
- Answers
- Enable Invitee Tracking
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- SearchRequired
Action
Search
- Team
Trigger
Instant
Try It
- Team
- File
- File From URL
- Sender Email
- Who Needs to Sign?
- SignRequest Name
- Custom SignRequest Email Subject
- Custom Message
- Send Automatic Reminders?
- External ID
- Signer EmailRequired
- Signer First Name
- Signer Last Name
- Does This Signer Need to Sign?
- Signer Needs to Approve Only?
- Signing Order
- Signer Language
- Force Language
- Mobile Phone Number to Verify
- Advanced Signers Configuration
- Advanced Tags Prefill
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

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 more