BoldSign

Why Add-to-Calendar Works with BoldSign

Reduce no-shows and streamline task completion with seamless calendar integration.

• Create universal “Add to Calendar” links effortlessly.
• No-code setup ensures quick integration.
• Personalize invites and track RSVP responses.
• Track engagement with attendance analytics.

How BoldSign Works with CalendarLink

Turn BoldSign Activity into Calendar Events

1. Trigger with Document Sent

When a document is sent in BoldSign, initiate the creation of a calendar event to ensure seamless engagements.

2. Map Event and Contact Data

Transfer names, dates, and descriptions effortlessly. Enable optional RSVP to capture commitments.

3. Publish the Personalised Invite

Get back your Add-to-Calendar link to integrate with any email or web-based invites.

Fire BoldSign Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select the New Upcoming Event trigger to automate workflow in BoldSign as events are created.

2. Map Add-to-Calendar Data

Ensure all necessary data like titles, dates, and attendees are synced across calendars effortlessly.

3. Send Document From Template

Utilize the set data to send customized documents using templates for streamlined workflow updates.

Pro Tips for BoldSign and Add-to-Calendar

• Use click analytics to measure engagement rates.
• Send smart reminders to minimize missed events.
• Leverage timezone adjustments to accommodate global teams.
• Utilize brandable pages to enhance professional presence.