DocuSign Bookly

DocuSign + Bookly Integrations

Put DocuSign + Bookly to work with AI and enterprise-grade automation

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See the kind of workflows teams build with DocuSign and Bookly below — describe the exact one you want above and the Agent builds it on demand.

DocuSign + Bookly When an appointment is updated in Bookly, send or update a document signature request in Docusign.
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. See details
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

Browse the full workflow library →

Looking to achieve something else with DocuSign and Bookly?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for DocuSign and Bookly

Everything DocuSign and Bookly can do inside a workflow — the triggers that start one and the actions that run when it fires.

DocuSign Explore DocuSign →

Docusign is an electronic signature and digital agreement management platform that allows users to send, sign, and manage legal documents online.

Triggers
Click Agreed

Triggers when a recipient accepted a clickwrap agreement.

Click Declined

Triggers when a recipient declined a clickwrap agreement.

New Docusign Connect Event

Triggers when selected Docusign events occur.

Envelope Completed

Triggers when an envelope is completed.

Envelope Corrected

Triggers when an envelope is corrected.

Envelope Created

Triggers when an envelope is created.

Actions
Add Document to Workspace (For IAM Plans)

Uploads and adds a document to a workspace for organization and collaboration. Only available for Docusign IAM Plans.

Add to Bulk Send List

Adds new recipients to an existing bulk send list.

Add User to Workspace (For IAM Plans)

Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.

Bulk Send Envelope From Template

Sends a template to multiple recipients using a bulk send list.

Create Bulk Send List

Creates a new bulk send list with multiple recipients.

Create Draft Signature Request

Creates a draft signature request.

Bookly Explore Bookly →

An automated WordPress booking plugin that manages online service appointments, staff schedules, and client reservations.

Triggers
New Appointment

Triggers when a new appointment is created.

New Customer

Triggers when a new customer is created.

New or Updated Appointment

Triggers when a new appointment is created or modified.

Updated Appointment

Triggers when an appointment is modified.

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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about DocuSign + Bookly

Is there a pre-built DocuSign + Bookly automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches DocuSign and Bookly's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built DocuSign or Bookly connector?

No. The Agent works whether or not DocuSign or Bookly already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build 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.

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