
When this happens...

Automatically do this!
Create Scheduling Link
Cancel Scheduled Event
Mark Invitee as No Show
Create One-Off Meeting in Calendly
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when someone books a meeting for any event type.
Trigger when an invitee cancels a scheduled event
Trigger when an invitee is marked as no-show.
Triggers when someone books, cancels, or reschedules a meeting for any event type.
Triggers when a new routing form submission is created.
Action is the task that follows automatically within your SignDesk integrations.
Gets a request structure for a specific form.
Fetch a specific Form Configuration.
Creates a CLM request.
Creates a scheduling link.
Cancels a scheduled event with a specified reason for the cancellation.
Marks a specific invitee as no show.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your SignDesk and Calendly accounts to viaSocket. Once connected, you can set up a workflow where an event in SignDesk triggers actions in Calendly (or vice versa).
Absolutely. You can customize how SignDesk data is recorded in Calendly. This includes choosing which data fields go into which fields of Calendly, setting up custom formats, and filtering out unwanted information.
The data sync between SignDesk and Calendly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between SignDesk and Calendly. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
SignDesk is a comprehensive digital documentation platform that streamlines the process of document creation, signing, and management. It offers a secure and efficient way to handle contracts, agreements, and other important documents electronically, reducing the need for physical paperwork and enhancing productivity.
Learn MoreCalendly 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.
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