Connect ERP Docs and Calendly
Integrate ERP Docs with Calendly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Templates from ERP Docs when New Meeting Book or Invitee Created in Calendly
Create Document from Template in ERP Docs when New Meeting Book or Invitee Created in Calendly
Get Bulk Send Batch from ERP Docs when New Meeting Book or Invitee Created in Calendly
Get Bulk Send Rows from ERP Docs when New Meeting Book or Invitee Created in Calendly
Get Documents from ERP Docs when New Meeting Book or Invitee Created in Calendly
Popular ERP Docs + Calendly flows
Start from a real workflow other teams are already running.
Choose a trigger
ERP Docs
When this happens...
- Request a new Trigger for ERP Docs
Choose an action
Calendly
Automatically do this!
Create Scheduling Link
Cancel Scheduled Event
Mark Invitee As No Show
Create One-Time Meeting
List All Event Types
List All Available Slots
Get Current User
List User Event Slots
Create Booking
List Scheduled Events
Get Event Details
Get Templates from ERP Docs when New Meeting Book or Invitee Created in Calendly
Use this flowCreate Document from Template in ERP Docs when New Meeting Book or Invitee Created in Calendly
Use this flowGet Bulk Send Batch from ERP Docs when New Meeting Book or Invitee Created in Calendly
Use this flowGet Bulk Send Rows from ERP Docs when New Meeting Book or Invitee Created in Calendly
Use this flowGet Documents from ERP Docs when New Meeting Book or Invitee Created in Calendly
Use this flowDownload Signed Document from ERP Docs when New Meeting Book or Invitee Created in Calendly
Use this flowSend Document Reminder via ERP Docs when New Meeting Book or Invitee Created in Calendly
Use this flowGet Workspaces from ERP Docs when New Meeting Book or Invitee Created in Calendly
Use this flowDelete Brand Profile in ERP Docs when New Meeting Book or Invitee Created in Calendly
Use this flowGet Brand Profiles from ERP Docs when New Meeting Book or Invitee Created in Calendly
Use this flowSupported Triggers & Actions
Everything you can automate between ERP Docs and Calendly.
When this happensTriggers
A trigger is an event that starts a workflow.
New Meeting Book or Invitee Created
Triggers when someone books a meeting for any event type.
Invitee Canceled
Trigger when an invitee cancels a scheduled event
Invitee No Show Created
Trigger when an invitee is marked as no-show.
When a meeting is scheduled, rescheduled, or canceled
Update polling logic to reduce duplicate trigger hits.
New Routing Form Submission
Triggers when a new routing form submission is created.
When a meeting recap is created
Runs the workflow automatically when a meeting recap is created in the account. Requires a paid Calendly plan.
Do thisActions
Action is the task that follows automatically within your ERP Docs integrations.
Get Templates
Get all templates or a specific template by selecting mode and optional template ID.
Create Document from Template
Create an unsent document draft from a template, setting sender, recipients, prefill, title, expiry days, and brand.
Get Bulk Send Batch
Get processing status and counts for a bulk send batch by batch ID.
Get Bulk Send Rows
Retrieve rows for a bulk send batch by batch_id, filter by status, and paginate with limit and offset.
Get Documents
Retrieve a document by ID or a paginated list (newest first); optionally filter by status, limit, and offset.
Download Signed Document
Retrieve a time-limited download URL and SHA-256 integrity metadata for a completed signed PDF by signpack ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate ERP Docs and Calendly workflows.
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About ERP Docs
ERPDocs is an AI-native document platform for securely preparing, sending, signing, tracking, and managing business agreements. It provides reusable templates, automated document insights, e-signatures, audit trails, contract reminders, secure sharing, and API-driven workflows.
Learn moreSimilar apps
About Calendly
Calendly is an online scheduling platform that helps people and teams book meetings, automate reminders and follow-ups, collect payments, and integrate calendars and conferencing tools.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ERP Docs and Calendly accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ERP Docs and Calendly as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Calendly. No coding required.
Yes. You can set up a workflow where ERP Docs triggers actions in Calendly, and a separate workflow where Calendly triggers actions in ERP Docs. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ERP Docs and Calendly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ERP Docs and Calendly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
