When a new Calendly event schedule is created, send the creator a signature request in DocuSign
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Other popular DocuSign workflows and automations
- Set a reminder in iOS Reminders to follow up whenever a Docusign envelope is sent
2 - When a new Pipedrive activity is scheduled, create the a new signature request in DocuSign
- Send a text message to a number when a Docusign envelope is completed
- Create a Zoom meeting once a DocuSign envelope is completed
- Create DocuSign signature requests for new rows in Google Sheets 1
- Whenever a Docusign envelope is completed, upload the document to Google Drive4
- Create DocuSign signature requests from new Acuity Scheduling appointments
- Get SMS texts for newly completed DocuSign envelopes 2
Useful DocuSign and Evernote integrations
Triggers (If this)
New note in a notebookThis Trigger fires every time you create a new note in a specific notebook.- Envelope sentThis trigger fires when an envelope is sent.
- Add a specific tag to noteThis Trigger fires every time you add a specific tag to any of your notes.
- Envelope completedThis trigger fires when an envelope is completed.
Actions (Then that)
- Create a noteThis Action will create a new note in the notebook you specify.
- Create signature requestThis action will create a new signature request from a template.
- Append to noteThis Action will append to a note as determined by its title and notebook. Once a note’s size reaches 2MB a new note will be created.
- Append a to-do to noteThis Action will append a to-do checkbox to a note as determined by its title and notebook. Once a note’s size reaches 2MB a new note will be created.
- Create a link noteThis Action will create a new link note from a source URL in the notebook you specify.
- Create image note from URLThis Action will create a new note with an image attachment in the notebook you specify.
- Create an audio note from URLThis Action will create a new note with an audio attachment in the notebook you specify.
DocuSign and Evernote resources
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