Docusign + folk

Send new folk people information via Docusign documents automatically when a person is added

Streamline your document processes with this workflow. When a new person is added in folk, it will immediately prompt Docusign to send an envelope using a selected document. This efficient system not only saves time but also ensures important documents reach newly added individuals promptly. Perfect for maintaining a smooth and immediate flow of paperwork.

When this happens...
Person Added
Triggers when a new person is created or added to a group.
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?

- GroupRequired
Trigger
Instant
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- GroupRequired
Trigger
Instant
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- GroupRequired
Trigger
Instant
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- GroupRequired
Trigger
Instant
Try It
- GroupRequired
- Name
- Addresses
- URLs
- Emails
- Phones
- Description
Action
Write

- GroupRequired
- Company IDRequired
- Name
- Addresses
- URLs
- Emails
- Phones
- Description
Action
Write
- GroupRequired
- QueryRequired
Action
Search

- GroupRequired
- IDRequired
Action
Search
- Status
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
Try It
- Brand ID
- Email Subject
- Email Body
Action
Write
- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write

- GroupRequired
- Custom fieldRequired
Trigger
Instant
Try It
- GroupRequired
Trigger
Instant
Try It
- GroupRequired
- Custom fieldRequired
Trigger
Instant
Try It
- GroupRequired
Trigger
Instant
Try It
- GroupRequired
- Full Name
- First Name
- Last Name
- Current Company
- Birthday
- Job Title
- Addresses
- URLs
- Emails
- Phones
- Description
Action
Write
- GroupRequired
- Person IDRequired
- Full Name
- First Name
- Last Name
- Current Company
- Birthday
- Job Title
- Addresses
- URLs
- Emails
- Phones
- Description
Action
Write
- GroupRequired
- QueryRequired
Action
Search
- GroupRequired
- IDRequired
Action
Search
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