Docusign + MemoMeister
Upload newly-signed DocuSign envelopes to MemoMeister
Once documents are signed, they need to be stored securely. Use this Zapier automation to automatically upload newly signed DocuSign envelopes to MemoMeister.
Once documents are signed, they need to be stored securely. Use this Zapier automation to automatically upload newly signed DocuSign envelopes to MemoMeister.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
- automatically do this!Create Memo
Create a new Memo in MemoMeister.
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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
New Memo
Triggers when a new memo is added (inside any folder).
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New Folder
Triggers when a new folder is created.
Try ItTemplate ID
Brand ID
Email Subject
Email Body
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New Memo Inside a Specific Folder
Triggers when a new memo is added inside a specific folder (but not its subfolders).
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