Connect GuideCX to Docusign and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from GuideCX

A trigger is an event that starts your Zap and runs the workflow."

A trigger is the event that kicks off your automated workflow.

Setup an action from Docusign

An action is what takes place after the automation is triggered. For example, with Docusign, the action could be "Send Envelope Using Document."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected GuideCX to Docusign

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Triggers and actions are the main components of every automated workflow.

Connect GuideCX and Docusign to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect GuideCX and Docusign to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Name
  Required
- Customer Domain
- Project Manager Email
- Project End Date
- Template SKUs
- Template Execution
- Referring Object Id
- External ID
Action
Write
- Task ID
  Required
- Note
  Required
- Author
- Internal Only
Action
Write
- Assignee Email
- Priority
- Project Status
- Responsibility
- Status
  Required
- Task Type
Action
Search
New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Try It
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write

- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Project ID
  Required
- Note
  Required
- Author
- Internal Only
Action
Write
- Task ID
  Required
- Status
  Required
Action
Write
- Status
  Required
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
Try It
- Document(s)
  Required
- Name
  Required
- Apply template ID?
- Brand ID
- Email Subject
- Email Body
Action
Write
- Apply template ID?
- Email Subject
- Email Body
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write

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About GuideCX

GuideCX was created by professionals in a number of industries who were similarly frustrated by the lack of solutions and automation in the ‘sale to implementation’ process.

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