Integration
BetaSend intake forms and agreements when meetings are booked in Calendly
PDFBetter works with Calendly through its Zapier and Make apps, with no code. Use it to get paperwork signed before a call: each booking can fill a PDF with the invitee's details and send it for signature, so it's done before you meet. Each run of a PDFBetter step counts as one agent & automation run on your plan.
What you can automate with Calendly
Agreements before the first session: A new Calendly booking → Fill PDF Form with the invitee's name and date → Send PDF for Signature.
Consent forms for appointments: A booking of a specific event type → Fill PDF Form on a consent form → Send PDF for Signature.
Reminder of what's pending: Get Signature Request before the meeting → a reminder email if it isn't signed yet.
Set it up
Set it up
You need a PDFBetter account and a Zapier or Make account connected to Calendly. There is nothing to install.
Connect PDFBetter
In PDFBetter, go to Settings → Integrations and click Set up in Zapier or Set up in Make, then click Allow and connect when PDFBetter asks.
Add Calendly
In the same Zap or scenario, add a Calendly step and connect your Calendly account in Zapier or Make.
Map and test
Map files and fields between the steps, run a test with a real document, then turn the Zap or scenario on.
The PDFBetter steps to use
The PDFBetter steps to use
Fill PDF Form, Send PDF for Signature, Get Signature Request, Document Fully Signed.
In Make the same steps appear in sentence case. Make also offers Watch recipient signatures and Watch new form responses, which aren't in the Zapier app.
Pricing
Pricing
This works on every PDFBetter account plan, including Free. Each PDFBetter step that runs counts as one agent & automation run; triggers and failed steps don't count.
Agent & automation runs per month: 200 on Free, 5,000 on Pro, unlimited (fair use) on Business.
Zapier's tasks or Make's operations, and your Calendly plan, are counted by those services as usual.
Plans
What each plan includes
| Free | Pro | Business | |
|---|---|---|---|
| Connect AI agents (MCP) | Included | Included | Included |
| Agent & automation runs per month | 200 | 5,000 | Unlimited |
What it doesn't do
- PDFBetter doesn't connect to Calendly directly: Zapier or Make runs the steps between them, so you need an account with one of them.
- Download links in a step's output expire after about 10 minutes, so pass files on within the same run.
- AI steps read a PDF's text layer; run Make PDF Searchable (OCR) first on scanned documents.
Calendly + PDFBetter: questions people ask
What if the invitee cancels?
Cancel the signature request in PDFBetter so the invitee isn't reminded about a document they no longer need to sign.
Do I need Zapier or Make to connect Calendly?
Yes, one of them. Both connect to Calendly and to PDFBetter; pick the one you already use. Make also has triggers for each recipient's signature and new form responses.
Does it cost extra in PDFBetter?
No. It's included on every plan, including Free; each PDFBetter step that runs uses one of your plan's monthly agent & automation runs.
Are my documents stored in PDFBetter?
Files a step works on are imported into your PDFBetter account so the step can process them, and appear in your documents, where you can delete them.