Call Tools PCC + Docusign
Send envelope templates in DocuSign for new emails received in Call Tools PCC
Streamline your workflow by connecting Call Tools PCC and DocuSign. With this automation, whenever a new email arrives in your Call Tools PCC application, a corresponding Envelope using a pre-set template will be dispatched in DocuSign. This seamless integration keeps your documents organized and ensures timely responses, enhancing your productivity and efficiency.
Streamline your workflow by connecting Call Tools PCC and DocuSign. With this automation, whenever a new email arrives in your Call Tools PCC application, a corresponding Envelope using a pre-set template will be dispatched in DocuSign. This seamless integration keeps your documents organized and ensures timely responses, enhancing your productivity and efficiency.
- When this happens...New Email
Triggers when a new email is sent by a agent in Call Tools.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
Try ItNew Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.
Try ItNew Contact
Triggers when a individual new contact is created by an user or over the API. Does not trigger for bulk contact creation processes such as CSV imports of contacts.
Try ItNew Email
Triggers when a new email is sent by a agent in Call Tools.
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New Phone Call
Triggers when a new phone call is created (after the call ends). Note that depending how fast the agent saves a call disposition, the agent selected call disposition might not be available on the Call object. Use the "Created Call Disposition" trigger instead of the agent call disposition id is needed.
Try ItNew Support Case
Triggers when an agent in Call Tools creates a new support case with one of your callers. This is not a case opened with Call Tools support.
Try ItNew Contact Disposition Event
Triggers when a contact disposition is updated.
Try ItNew Email Address
Triggers when a new email address is added to a contact. Does not trigger for bulk processes such as CSV contact imports.
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