Create integrations between Calendly and MyDocSafe
Create a Folder in Mydocsafe when Invitee Created in Calendly
Create a Portal in Mydocsafe when Invitee Created in Calendly
Create a Portal Group in Mydocsafe when Invitee Created in Calendly
Create a Folder in Mydocsafe when Invitee Canceled in Calendly
Create a Portal in Mydocsafe when Invitee Canceled in Calendly
Create a Portal Group in Mydocsafe when Invitee Canceled in Calendly
Find User in Calendly when Document is Signed in Mydocsafe
Create Scheduling Link in Calendly when Document is Signed in Mydocsafe
Cancel Scheduled Event in Calendly when Document is Signed in Mydocsafe
Mark Invitee as No Show in Calendly when Document is Signed in Mydocsafe
Actions and Triggers
When this happensTriggers
Invitee Created
Trigger when an invitee schedules an event
Invitee Canceled
Trigger when an invitee cancels a scheduled event
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
Do thisActions
Find User
Search user by uuid(unique identifier).
Create Scheduling Link
Creates a scheduling link.
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Mark Invitee as No Show
Marks a specific invitee as no show.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
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Frequently Asked Questions
About Calendly
Calendly helps you schedule meetings without the back-and-forth emails. It integrates with your calendar to automatically update your availability and sends out reminders to ensure no one misses a meeting.
Learn MoreAbout MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn More
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