Create Docusign signature requests for new tag events in Keap
This workflow sets into motion when a new tag event occurs in Keap. Swiftly responding to this, it initiates the creation of a signature request in Docusign, simplifying and streamlining your document management process. This convenient automation ensures that every important tag event in Keap is matched with a prepared signature request in Docusign, saving you time and aiding in eliminating manual errors.
This workflow sets into motion when a new tag event occurs in Keap. Swiftly responding to this, it initiates the creation of a signature request in Docusign, simplifying and streamlining your document management process. This convenient automation ensures that every important tag event in Keap is matched with a prepared signature request in Docusign, saving you time and aiding in eliminating manual errors.
- When this happens...New Contact Tag
Triggers when a tag is applied to a contact.
- automatically do this!Create Signature Request
Creates a signature request.
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