Create signature requests in DocuSign for new invoices in QuickBooks Online
Easily streamline your invoicing process by connecting QuickBooks Online with DocuSign. With this workflow, each time a new invoice is created in QuickBooks Online, a corresponding signature request is generated in DocuSign. Save valuable time and effort by automating the process of sending invoices for signatures, helping you and your clients stay organized and up-to-date on payments.
Easily streamline your invoicing process by connecting QuickBooks Online with DocuSign. With this workflow, each time a new invoice is created in QuickBooks Online, a corresponding signature request is generated in DocuSign. Save valuable time and effort by automating the process of sending invoices for signatures, helping you and your clients stay organized and up-to-date on payments.
- When this happens...New Invoice
Triggered when you add a new invoice (with line item support).
- automatically do this!Send Envelope Using Document
Sends a envelope signature request using a document.
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