Send envelopes using DocuSign when new form submissions occur in Gravity Forms
Make form processing more seamless with an integrated solution that combines Gravity Forms and DocuSign. With this workflow, as soon as a form is submitted in Gravity Forms, an envelope is sent in DocuSign using a pre-existing template. This straightforward automation allows you to speed up your document management process, saving you time and improving productivity.
Make form processing more seamless with an integrated solution that combines Gravity Forms and DocuSign. With this workflow, as soon as a form is submitted in Gravity Forms, an envelope is sent in DocuSign using a pre-existing template. This straightforward automation allows you to speed up your document management process, saving you time and improving productivity.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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FormRequired
Use Admin Field Labels?
Try ItFormRequired
New Folder
Triggers when a new folder is created.
Try ItTemplate ID
Brand ID
Email Subject
Email Body
FormRequired
Status
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