Send a signature request upon new booking
When a client schedules an appointment in Bookly, automatically send them the required agreement for signature via DocuSign.
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Bookly Explore Bookly →
TriggersFires when a new booking or appointment is made in Bookly.
Fires when a booking in Bookly is changed or canceled.
Fires when a new customer books for the first time in Bookly.
Creates a new booking or appointment in Bookly.
Cancels or moves a booking in Bookly.
Creates or updates a customer record in Bookly.
Adds a booking from Bookly to a connected calendar.
DocuSign Explore DocuSign →
TriggersFires when a document is sent for signature in DocuSign.
Fires when all parties have signed a document in DocuSign.
Fires when a signer declines to sign in DocuSign.
Fires when a pending envelope in DocuSign is voided.
Sends a document out for signature via DocuSign.
Voids a pending envelope in DocuSign.
Checks a document's signing status in DocuSign.
Creates a reusable signing template in DocuSign.
More Bookly + DocuSign workflows
Cancel appointments when agreement signatures are declined
If a signee declines an envelope in DocuSign, automatically cancel the corresponding consultation booking in Bookly.
See details
Create customer profiles after signed agreements
Once a contract is fully signed in DocuSign, automatically create or update the client's profile in Bookly to keep record details up to date.
See details
See all Bookly + DocuSign integrations → · Browse the full workflow library →
Common questions
Can Knit build “Send a signature request upon new booking” between Bookly and DocuSign?
Yes — describe it in the box above and Knit's Integrations Agent researches Bookly and DocuSign's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting DocuSign with Bookly improve the client onboarding process?
It eliminates manual document preparation by sending agreement templates in DocuSign immediately after a client books an appointment through Bookly.
Can scheduled meetings be adjusted if an agreement in DocuSign is declined or voided?
Yes, you can set up automation so that when an envelope is declined in DocuSign, the corresponding appointment in Bookly is automatically updated or canceled.