Calendly + Zoho Sign

Send Zoho Sign templates when new Calendly invitees are created

Streamline your appointment scheduling process with this efficient workflow. When a new invitee is added in Calendly, a pre-set template will be promptly sent through Zoho Sign. This automation not only reduces manual intervention but also ensures your attendees receive important information swiftly and systematically, enhancing your professionalism and efficiency.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Send Template
Send a template for signing.
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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
Try It
- 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
Document Completed
Triggers when an envelope or document is completed i.e. signed and approved by all recipients.
Trigger
Instant
Try It

Document Expired
Triggers when an envelope or document expires.
Trigger
Instant
Try It
Document Signed
Triggers when an envelope or document is signed or approved by a recipient.
Trigger
Instant
Try It
- Request IDRequired
Action
Write
Send Template
Send a template for signing.
Action
Write

- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- 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
Document Declined
Triggers when an envelope or document is declined.
Trigger
Instant
Try It
Document Recalled
Triggers when an envelope or document is recalled.
Trigger
Instant
Try It
- Request IdRequired
- Certificate of completion
Action
Write
- Request IdRequired
Action
Write
Send Template (For Testing Purpose)
Send a template for signing for testing purposes (up to 50 envelopes a month). The envelopes sent using this action will not consume any Zoho Sign credits and the documents will be watermarked with the 'For testing purpose only' note.
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

Related categories

Scheduling & Booking

About Zoho Sign

Zoho Sign is a complete digital signature app for generating and managing legally binding business documents using automated workflows.

Learn more

Calendly + Zoho Sign

Send Zoho Sign templates when new Calendly invitees are created

Supported triggers and actions

Event Canceled

Invitee Created

New Routing Form Submission

Create One-Off Meeting Link

Mark Invitee as No Show

Find Event

Document Completed

Document Expired

Document Signed

Get Document Form Data

Send Template

Invitee Canceled

Invitee No Show Created

Cancel an Event

Book Meeting for Invitee

Cancel Scheduled Event

Find User

Document Declined

Document Recalled

Get Document Files

Get Document Details

Send Template (For Testing Purpose)

About Calendly

Related categories

About Zoho Sign

Related categories