DashClicks + Docusign

Create signature requests in DocuSign when deal stages change in DashClicks

Streamline your sales process effortlessly with this workflow that creates DocuSign signature requests when a deal stage changes in DashClicks. Save valuable time and sustain momentum by allowing clients to quickly sign and finalize deals without the need for manual intervention. Enhance organization and efficiency in your sales and document management by leveraging this powerful and seamless combination.

When this happens...
Deal Stage Changed (Deals)
Triggers when a deal is moved to a different stage on a pipeline in the Deals App.
TriggerInstant
automatically do this!
Send Envelope Using Document
Sends an envelope signature request using a document.
ActionWrite

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Supported triggers and actions

What does this mean?

New Business (Contacts)
Triggers when a new business is added to the Contacts App.
Trigger
Instant
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New Person (Contacts)
Triggers when a new person is added to the Contacts App.
Trigger
Instant
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- Which pipeline should we watch for new deals?Required
Trigger
Instant
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- 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
Trigger
Instant
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- 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
Trigger
Instant
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New Instareport Built (Instareports)
Triggers when an Instareport has finished building.
Trigger
Instant
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New Review (Reputation)
Triggers when an new review is left in one of your connected reputation integrations.
Trigger
Instant
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Create New Person (Contacts)
Create a new contact of type person in your Contacts App
Action
Write
- What is the ID of the deal you want to update?Required
Action
Write
- Instasite TemplateRequired
- BusinessRequired
Action
Write
- Email
Action
Search
- Email
Action
Search
- In which pipeline would you like to search for deals?Required
- Name
Action
Search or write
- Status
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
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- Brand ID
- Email Subject
- Email Body
Action
Write
- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write

Business Updated (Contacts)
Triggers when a business is updated on the Contacts App.
Trigger
Instant
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Person Updated (Contacts)
Triggers when a person is updated on the Contacts App.
Trigger
Instant
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- 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
Trigger
Instant
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- 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
Trigger
Instant
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- Which campaign should we watch for new leads?Required
Trigger
Instant
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New Instasite Built (Instasites)
Triggers when an Instasite has finished building.
Trigger
Instant
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Create New Business (Contacts)
Create a new contact of type business in your Contacts App
Action
Write
Create New Deal (Deals)
Create a new deal in your Deals App
Action
Write
- BusinessRequired
Action
Write
- PeopleRequired
- Type of notificationRequired
Action
Write
- In which pipeline would you like to search for deals?Required
- Name
Action
Search
- Email
Action
Search or write
- Email
Action
Search or write
New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Try It
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write