Calendly + Xodo Sign

Calendly + Xodo Sign integrations

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.

When this happens...
Invitee CreatedTriggers when an invitee schedules an event.
TriggerInstant
automatically do this!
Use TemplateSends a document created from a template in your eversign account.
ActionWrite

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More things you can do with Calendly and Xodo Sign

Discover other triggers and actions you can use with Calendly and Xodo Sign

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
Trigger
Instant
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- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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- Event UUID
  Required
- Reason
Action
Write
- Event Type
  Required
- Start Time
  Required
- Invitee Email
  Required
- Invitee Full Name
- Invitee First Name
- Invitee Last Name
- Invitee Timezone
  Required
- 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
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search

- Search
  Required
Action
Search
Document Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
Trigger
Polling
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- Template
  Required
- 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
Action
Write

- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
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- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Routing Form
Trigger
Instant
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- Event Name
  Required
- Host User
  Required
- Co-hosts
- Duration (in minutes)
  Required
- Time Zone
- Start Date
  Required
- End Date
  Required
- Location Kind
- Location
- Additional Location Info
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Trigger
Polling
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- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company
- Phone Number
Action
Write
- Document Hash
  Required
- Include audit trail
  Required
Action
Search

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

About Xodo Sign

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

Learn moreLearn moreHelpHelp

Related categories

Signatures

Related Zap Templates

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