Docusign + Dotloop
Send envelopes with documents in DocuSign when new loops occur in Dotloop
Streamline your transactions with this workflow that enhances your efficiency. Whenever a new loop occurs in Dotloop, it promptly initiates a corresponding action in DocuSign, sending an envelope carrying the necessary document. This ensures your real estate transactions and contracts get dispatched for signatures rapidly, offering you a boost in productivity. Benefit from the convenience and time savings as this workflow flawlessly manages routine tasks.
Streamline your transactions with this workflow that enhances your efficiency. Whenever a new loop occurs in Dotloop, it promptly initiates a corresponding action in DocuSign, sending an envelope carrying the necessary document. This ensures your real estate transactions and contracts get dispatched for signatures rapidly, offering you a boost in productivity. Benefit from the convenience and time savings as this workflow flawlessly manages routine tasks.
- When this happens...New Loop
Triggers when a new loop is created.
- automatically do this!Send Envelope Using Document
Sends an envelope signature request using a document.
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ProfileRequired
Try ItStatus
Add certificate of completion?
Download form data?
Try ItBrand ID
Email Subject
Email Body
TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
ProfileRequired
Loop NameRequired
Transaction TypeRequired
Template
Street Name
Street Number
Unit
City
State
Zip Code
County
Country
MLS Property ID
MLS ID
Your Agent MLS ID
NRDS ID
New Folder
Triggers when a new folder is created.
Try ItTemplate ID
Brand ID
Email Subject
Email Body
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
