Docusign + Zapier Tables
Send out DocuSign envelopes using templates for each new record in Zapier Tables
When a new record is added in the Zapier Tables app, this workflow jumps into action, sending out an envelope using a template in the DocuSign app. It's ideal for those who regularly use tables for data collection and need to streamline their process for sending professional documents. No more manual transfer of data or delay in document distribution – this setup ensures your important files get dispatched systematically and in a timely manner.
When a new record is added in the Zapier Tables app, this workflow jumps into action, sending out an envelope using a template in the DocuSign app. It's ideal for those who regularly use tables for data collection and need to streamline their process for sending professional documents. No more manual transfer of data or delay in document distribution – this setup ensures your important files get dispatched systematically and in a timely manner.
- When this happens...New Record
Triggers when a new record is added to a table.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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