ActiveCampaign + Yousign
Update contacts in ActiveCampaign when new signers are done in Yousign
Speed up your contact updates with this efficient workflow. When a signer completes their task in Yousign, their contact information is instantly created or updated in ActiveCampaign. Not only does this save you time, it also ensures your contact list in ActiveCampaign is always up to date with the latest information from Yousign.
Speed up your contact updates with this efficient workflow. When a signer completes their task in Yousign, their contact information is instantly created or updated in ActiveCampaign. Not only does this save you time, it also ensures your contact list in ActiveCampaign is always up to date with the latest information from Yousign.
- When this happens...Signer Done
Triggers when a Signer has signed.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
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Contact Created
Triggers when a Contact is created.
Try ItInclude Signer Audit Trail as well
Try ItCustom ObjectRequired
Trigger EventsRequired
Try ItTask Type (Optional)
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Download documents as well
Download audit trails as well
Try ItFirst nameRequired
Last nameRequired
EmailRequired
LocaleRequired
Phone number
Company name
Job title
Address line 1
Address line 2
City
Postal Code
Country
Custom ObjectRequired
Try ItNew or Updated Account
Triggers when a new account is added or an existing account's details are updated.
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