Docusign + Klaviyo
Create Docusign signature requests when new profiles are added to a segment or list in Klaviyo
When a new profile is added to a segment or list in Klaviyo, facilitate a smooth transition by instantly creating a Signature Request in Docusign. This workflow streamlines your process by saving precious time on manual data entry, allowing you to focus on more critical tasks. Employ this automation to manage your contacts efficiently and expedite the signing process.
When a new profile is added to a segment or list in Klaviyo, facilitate a smooth transition by instantly creating a Signature Request in Docusign. This workflow streamlines your process by saving precious time on manual data entry, allowing you to focus on more critical tasks. Employ this automation to manage your contacts efficiently and expedite the signing process.
- When this happens...Profile added to Segment or List
Triggers when a Profile is added to a Segment or to a List.
- automatically do this!Create Signature Request
Creates a signature request.
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Audience Type
Try ItProfile IDRequired
ListRequired
TagRequired
SegmentRequired
Email
First Name
Last Name
Phone Number
Title
Organization
City
Region
Country
Zip
Image URL
Unique Id
Custom Properties
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