Docusign

Docusign simplifies digital signing, while CalendarLink enhances it by integrating universal Add-to-Calendar links, ensuring seamless event management.

Why Add-to-Calendar Works with Docusign

Calendar links in Docusign reduce no-shows and expedite sign-offs by providing clear calls-to-action.

  • Universal Add-to-Calendar link support
  • Smart reminders & notifications
  • Subscription calendars that stay synced
  • Integrations via Zapier, Make, API & webhooks

How Docusign Works with CalendarLink

Integrate Docusign Signatures with Calendar Events

1. Leverage New or Updated Contact triggers

Initiate by setting triggers like 'New Upcoming Event' or 'Envelope Sent' to represent signing intents.

2. Map Details to CalendarLink

Map signer names, event dates, and descriptions while optionally capturing RSVPs.

3. Publish and Share the Invite

Receive the Add-to-Calendar link back and share it for easy calendar integration.

Fire Docusign Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Set triggers such as 'New RSVP' or 'Up-to-date Contact' to begin workflows.

2. Map Add-to-Calendar Data

Ensure titles, dates, times, and attendees flow into your system.

3. Send Envelope Using Template

Use mapped data to send envelopes, updating records while tracking engagement.

Optimising Calendar Links in Docusign

  • Analyze click and attendance data for insights.
  • Use brandable pages for consistent messaging.
  • Create subscription calendars to keep everyone updated.
  • Set smart reminders to reduce forgetfulness.

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✔ Unlimited events ✔ Adds-to-Calendar ✔ RSVP ✔ Subscribe-to-Calendar ✔ Notifications