Docusign + Payfunnels
Send DocuSign envelopes using a template when new payments are successful in Payfunnels
Effortlessly manage your financial documentation with this workflow. When a successful payment is recorded in Payfunnels, it immediately initiates the 'Send Envelope Using Template' feature in DocuSign. This process streamlines your financial operations, ensuring your documentation is always up-to-date and organized, saving you time and efforts.
Effortlessly manage your financial documentation with this workflow. When a successful payment is recorded in Payfunnels, it immediately initiates the 'Send Envelope Using Template' feature in DocuSign. This process streamlines your financial operations, ensuring your documentation is always up-to-date and organized, saving you time and efforts.
- When this happens...Payment Successful
Triggers when a payment succeeded.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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