Send a signature request upon new booking
When a client schedules an appointment in Cloudbeds, automatically send them the required agreement for signature via E-Sign.
4.9/5 on G2·
Google for Startups Accelerator
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.
Cloudbeds Explore Cloudbeds →
TriggersFires when a new booking or appointment is made in Cloudbeds.
Fires when a booking in Cloudbeds is changed or canceled.
Fires when a new customer books for the first time in Cloudbeds.
Creates a new booking or appointment in Cloudbeds.
Cancels or moves a booking in Cloudbeds.
Creates or updates a customer record in Cloudbeds.
Adds a booking from Cloudbeds to a connected calendar.
E-Sign Explore E-Sign →
TriggersFires when a document is sent for signature in E-Sign.
Fires when all parties have signed a document in E-Sign.
Fires when a signer declines to sign in E-Sign.
Fires when a pending envelope in E-Sign is voided.
Sends a document out for signature via E-Sign.
Voids a pending envelope in E-Sign.
Checks a document's signing status in E-Sign.
Creates a reusable signing template in E-Sign.
More Cloudbeds + E-Sign workflows
Cancel appointments when agreement signatures are declined
If a signee declines an envelope in E-Sign, automatically cancel the corresponding consultation booking in Cloudbeds.
See details
Create customer profiles after signed agreements
Once a contract is fully signed in E-Sign, automatically create or update the client's profile in Cloudbeds to keep record details up to date.
See details
See all Cloudbeds + E-Sign integrations → · Browse the full workflow library →
Common questions
Can Knit build “Send a signature request upon new booking” between Cloudbeds and E-Sign?
Yes — describe it in the box above and Knit's Integrations Agent researches Cloudbeds and E-Sign'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 E-Sign with Cloudbeds improve the client onboarding process?
It eliminates manual document preparation by sending agreement templates in E-Sign immediately after a client books an appointment through Cloudbeds.
Can scheduled meetings be adjusted if an agreement in E-Sign is declined or voided?
Yes, you can set up automation so that when an envelope is declined in E-Sign, the corresponding appointment in Cloudbeds is automatically updated or canceled.