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Calendly + Xodo Sign

Send eversign templates for signatures when an invitee schedules a new event in Calendly

Tired of manually sending documents like cancellation policies for signature when somebody schedules a meeting? This integration will automatically send an eversign template, that can be dynamically pre-populated for signature whenever an invitee schedules a new event in Calendly.

Tired of manually sending documents like cancellation policies for signature when somebody schedules a meeting? This integration will automatically send an eversign template, that can be dynamically pre-populated for signature whenever an invitee schedules a new event in Calendly.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    Xodo SignXodo Sign
    Use Template

    Sends a document created from a template in your eversign account.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
  • Xodo Sign triggers, actions, and search

    Document Completed

    Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.

    Trigger
    Scheduled
    Try It
    • First NameRequired

    • Last NameRequired

    • Email AddressRequired

    • Company

    • Phone Number

    Action
    Write
    • Document HashRequired

    • Include audit trailRequired

    Action
    Search
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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.
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Related categories

  • Scheduling & Booking
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About Xodo Sign

Xodo Sign is a tool used to sign legally binding documents online on any device

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