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.
- Free forever for core features
- 14 day trial for premium features & apps
ProfileRequired
Try ItClick Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItEvents to MonitorRequired
Try ItEnvelope Corrected
Triggers when an envelope is corrected.
Try It
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
Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItEnvelope Completed
Triggers when an envelope is completed.
Try ItEnvelope Created
Triggers when an envelope is created.
Try It