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Book an event in Calendly, email Google Form, send DocuSign

  • 27 January 2022
  • 1 reply
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Hello, I basically want to send a link to people where they book an event timeslot in calendal, receive a google form to fill in followed by a docu sign. Having no luck so far.

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Best answer by GetUWired 21 February 2022, 21:25

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Hi @empoweryourself 

What do you want to kick off the automation?

Generally, i would suggest having a zap that triggers when a new invitee is created in Calendly that sends them an email with a link to the Google Form to fill out. 

A second zap that triggers once the Google Form is filled out that sends them an envelope to be completed in Docusign. 

Of course, the above two could be combined into 1 zap if the order of completion doesn’t matter.