Docusign + Timely
Send envelopes using template in Docusign when new customer triggers happen in Timely
Streamline your document signing process with this efficient workflow. When a specific customer event occurs in the Timely app, it cues the automation to send an envelope via a preset template in the Docusign app. This workflow not only eliminates the need to manually set up and send Docusign envelopes, but also ensures that crucial documents are sent promptly, enhancing your business's efficiency and client satisfaction.
Streamline your document signing process with this efficient workflow. When a specific customer event occurs in the Timely app, it cues the automation to send an envelope via a preset template in the Docusign app. This workflow not only eliminates the need to manually set up and send Docusign envelopes, but also ensures that crucial documents are sent promptly, enhancing your business's efficiency and client satisfaction.
- When this happens...Customer Trigger
Triggers on any new or updated customer.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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Customer Trigger
Triggers on any new or updated customer.
Try ItNew 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
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
