DashClicks + Docusign
Send DocuSign agreements when new deals are won in DashClicks
When a deal status changes to won in DashClicks, a DocuSign agreement will be sent to your customer automatically.
When a deal status changes to won in DashClicks, a DocuSign agreement will be sent to your customer automatically.
- When this happens...
Deal Status Changed (Deals)Triggers when a deal's status is changed within a certain pipeline in the Deals App.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Send Envelope Using TemplateSends a envelope signature request using a template.
ActionWriteCreate a new record or update an existing record in your app.
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New Business (Contacts)
Triggers when a new business is added to the Contacts App.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person (Contacts)
Triggers when a new person is added to the Contacts App.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Which pipeline should we watch for new deals?Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Which pipeline should we watch for deal status changes?Required
When a deal changes to this status, this will trigger the zap. Which status would you like?Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Which funnel should we watch for purchases?Required
When a sale is processed on this step, this will trigger the zap. Which step would you like?Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Instareport Built (Instareports)
Triggers when an Instareport has finished building.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Review (Reputation)
Triggers when an new review is left in one of your connected reputation integrations.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create New Person (Contacts)
Create a new contact of type person in your Contacts App
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.What is the ID of the deal you want to update?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Instasite TemplateRequired
BusinessRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail
ActionThis is an event a Zap performs.SearchFind existing data in your appIn which pipeline would you like to search for deals?Required
Name
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Events to MonitorRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Corrected
Triggers when an envelope is corrected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Declined
Triggers when an envelope is declined.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Delivered
Triggers when an envelope is delivered.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Purge
Triggers when an envelope is purged.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Sent
Triggers when an envelope is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Identity Verification Completed
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Status
Return only envelopes I created?
Add certificate of completion?
Download form data?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRecipient Authentication Failed
Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Resent
Triggers when an envelope was resent to a specific recipient.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Created
Triggers when a template is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Modified
Triggers when a template is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bulk List IDRequired
TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template ID
Brand ID
Email Subject
Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WebformRequired
Link TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bulk List IDRequired
TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
Void ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Business Updated (Contacts)
Triggers when a business is updated on the Contacts App.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Updated (Contacts)
Triggers when a person is updated on the Contacts App.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Which pipeline should we watch for deal stage changes?Required
When a deal enters this deal stage, this will trigger the zap. Which stage would you like?Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Which funnel should we watch for optins?Required
When a form is submitted on this step, this will trigger the zap. Which step would you like?Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Which campaign should we watch for new leads?Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Instasite Built (Instasites)
Triggers when an Instasite has finished building.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create New Business (Contacts)
Create a new contact of type business in your Contacts App
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create New Deal (Deals)
Create a new deal in your Deals App
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BusinessRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PeopleRequired
Type of notificationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.In which pipeline would you like to search for deals?Required
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundEmail
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundClick Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Completed
Triggers when an envelope is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Created
Triggers when an envelope is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Deleted
Triggers when an envelope is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Discard
Triggers when an envelope is discarded.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Resent
Triggers when an envelope is resent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Voided
Triggers when an envelope is voided.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Identity Verification Pending
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Folder
Triggers when a new folder is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRecipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Declined
Triggers when a recipient declined to sign.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Delivered
Triggers when a recipient viewed the documents through the DocuSign signing website. This event does not signify email or SMS delivery of an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Reassigned
Triggers when a recipient reassigned an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Deleted
Triggers when a template is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bulk List IDRequired
Role NameRequired
NameRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List NameRequired
Role NameRequired
NameRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template NameRequired
Description
Email Subject
Email Message
Document
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Brand ID
Email Subject
Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
Template NameRequired
Description
Email SubjectRequired
Email Message
DocumentRequired
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Apply standard error handling?Required
HTTP MethodRequired
URLRequired
Query String Parameters
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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