Docusign + SamCart

Process new SamCart orders by sending envelopes using templates in DocuSign

When a new order is received in SamCart, this workflow activates instantly, enabling you to send an envelope via a template in DocuSign. This allows for an efficient and seamless process, eliminating the need for manual efforts in document preparation and sending. Streamline your sales operations and customer communication with this effective, time-saving solution.

When this happens...
New Order
Triggers when a new order is made in SamCart.
TriggerInstant
automatically do this!
Send Envelope Using Template
Sends a envelope signature request using a template.
ActionWrite

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Supported triggers and actions

New Subscription Cancellation
Triggers when a subscription is cancelled.
Trigger
Instant
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Prospect Created
Triggers when a Prospect entry is created.
Trigger
Instant
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Subscription Charged
Triggers when a recurring subscription in SamCart is charged.
Trigger
Instant
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New Folder
Triggers when a new folder is created.
Trigger
Scheduled
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- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write

- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Filter By Product
Trigger
Instant
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New Refund
Triggers when a refund is made in SamCart.
Trigger
Instant
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- Status
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
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- Brand ID
- Email Subject
- Email Body
Action
Write
- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write