Documentero

Why Add-to-Calendar Works with Documentero

Boost attendance and reduce no-shows by integrating Add-to-Calendar directly into Documentero workflows.

• Universal Add-to-Calendar links for any platform.
• Simplifies event sharing with brandable invites.
• Detailed click and attendance analytics.
• Smart reminders ensure no events are missed.

How Documentero Works with CalendarLink

1. Create a CalendarLink for New or Updated Contacts

Whenever a new contact is added or updated in Documentero, use the trigger to generate a calendar event link.

2. Send data to CalendarLink

Map contact information such as names, event dates, and descriptions to conveniently generate an Add-to-Calendar link.

3. Publish the Invite

Retrieve the new Add-to-Calendar link and embed it in your communications, facilitating easy scheduling.

Fire Documentero Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Leverage New Event or Updated Contact triggers to initiate workflows within Documentero.

2. Map Add-to-Calendar Data

Seamlessly map event details like titles, dates, and times directly into Documentero for streamlined management.

3. Generate Document and Send

Automatically generate documents and send them as email attachments for maximum engagement and record-keeping.

Optimising Calendar Links in Documentero

• Utilize analytics to track invite views and engagement.
• Ensure timezone compatibility for all recipients.
• Align reminders with recipient local times to maximize effectiveness.
• Use brandable invites to maintain professional appeal and consistency.