BrokerEngine + Docusign
Create DocuSign signature requests for new BrokerEngine stage changes
When you need a document e-Signed (for example, a Credit Guide or Privacy Consent), you can make it happen simply by moving an application to the Deal Stage in BrokerEngine. Your client will instantly receive a signature request from DocuSign, and you can move on with your day.
When you need a document e-Signed (for example, a Credit Guide or Privacy Consent), you can make it happen simply by moving an application to the Deal Stage in BrokerEngine. Your client will instantly receive a signature request from DocuSign, and you can move on with your day.
- When this happens...Stage Changed
Triggers when an application's stage has changed.
- automatically do this!Send Envelope Using Document
Sends an envelope signature request using a document.
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Date Field
Try ItNew Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Try ItNew Deal Created
Triggers when a new deal is created.
Try ItNew Lead Created
Triggers when a new lead is created.
Try It
Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Try ItNew Contact Created
Triggers when a new contact is created.
Try ItNew Financevault Document Request
Triggers when a new FinanceVault document request is created. This Zap will only be triggered when the Financevault request is created for the very first time. Subsequent updates to the same Financevault portal will not trigger the Zap.
Try ItSubscribed Tags
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