Calendly + Xodo Sign
Create Xodo Sign contacts from new Calendly invitees
Save time and streamline your scheduling process with this efficient Calendly-Xodo Sign workflow. When a new invitee is created in Calendly, the automation will quickly create a contact in Xodo Sign, keeping your guest list organized and up-to-date. Focus on more important tasks while this seamless integration manages your contact information.
Save time and streamline your scheduling process with this efficient Calendly-Xodo Sign workflow. When a new invitee is created in Calendly, the automation will quickly create a contact in Xodo Sign, keeping your guest list organized and up-to-date. Focus on more important tasks while this seamless integration manages your contact information.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Contact
Creates a Contact
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Webhook subscription scopeRequired
Try ItDocument Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Try ItFirst NameRequired
Last NameRequired
Email AddressRequired
Company
Phone Number
Document HashRequired
Include audit trailRequired
Webhook subscription scopeRequired
Try ItDocument Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
Try ItTemplateRequired
Enable SMS Signer Authentication
Sandbox
Document Title
Message
Custom Requester Name
Custom Requester Email
Redirect URL After Signature
Embedded Signing
Require All Signers
Automatic Reminders