Create and send DocuSign envelopes for new Shopify customers
When a new customer makes a purchase from your Shopify store, this workflow initiates the process to send them a DocuSign envelope using a preset template. By connecting Shopify to DocuSign, you streamline the document sending process, enhancing the customer experience while reducing your manual tasks. This seamless integration makes it simple to consistently follow up with your new customers on their purchases.
When a new customer makes a purchase from your Shopify store, this workflow initiates the process to send them a DocuSign envelope using a preset template. By connecting Shopify to DocuSign, you streamline the document sending process, enhancing the customer experience while reducing your manual tasks. This seamless integration makes it simple to consistently follow up with your new customers on their purchases.
- When this happens...New Customer
Triggers when a new customer is added to your Shopify account.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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