Booqable + Docusign

Finalize invoices in Booqable and send envelopes using templates in DocuSign

This workflow starts when an invoice is finalized in Booqable, ultimately causing DocuSign to send an envelope using a template. Replace manual tasks with this automation and get your invoicing and document sending streamlined effectively. Perfect for businesses aiming to save time and reduce errors, this workflow helps you promptly send out necessary documents whenever you wrap up invoicing.

When this happens...
Finalize Invoice
Triggers when an invoice is finalized.
TriggerInstant
automatically do this!
Send Envelope Using Template
Sends a envelope signature request using a template.
ActionWrite

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Supported triggers and actions

Completed Payment
Triggers when a payment is completed.
Trigger
Instant
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Finalize Invoice
Triggers when an invoice is finalized.
Trigger
Instant
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Started Order
Triggers when an order is started.
Trigger
Instant
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Updated Order
Triggers when an order is updated.
Trigger
Instant
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- IDRequired
Action
Write
- Customer IDRequired
Action
Search
- Order IDRequired
Action
Search
Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger
Instant
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Envelope Completed
Triggers when an envelope is completed.
Trigger
Instant
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Envelope Created
Triggers when an envelope is created.
Trigger
Instant
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Envelope Deleted
Triggers when an envelope is deleted.
Trigger
Instant
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Envelope Discard
Triggers when an envelope is discarded.
Trigger
Instant
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Envelope Resent
Triggers when an envelope is resent.
Trigger
Instant
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Envelope Voided
Triggers when an envelope is voided.
Trigger
Instant
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Identity Verification Pending
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Trigger
Instant
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New Folder
Triggers when a new folder is created.
Trigger
Polling
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Recipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
Trigger
Instant
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Recipient Declined
Triggers when a recipient declined to sign.
Trigger
Instant
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Recipient Delivered
Triggers when a recipient viewed the documents through the DocuSign signing website. This event does not signify email or SMS delivery of an envelope.
Trigger
Instant
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Recipient Reassigned
Triggers when a recipient reassigned an envelope.
Trigger
Instant
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Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
Trigger
Instant
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SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Trigger
Instant
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Template Deleted
Triggers when a template is deleted.
Trigger
Instant
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- Bulk List IDRequired
- Role NameRequired
- NameRequired
- EmailRequired
Action
Write
- List NameRequired
- Role NameRequired
- NameRequired
- EmailRequired
Action
Write
- Template NameRequired
- Description
- Email Subject
- Email Message
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
Action
Write
- Brand ID
- Email Subject
- Email Body
Action
Write
- Envelope IDRequired
Action
Write
- Template IDRequired
Action
Write
- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Template IDRequired
- Template NameRequired
- Description
- Email SubjectRequired
- Email Message
- DocumentRequired
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

New Customer
Triggers when a new customer is added.
Trigger
Instant
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Reserved Order
Triggers when an order is reserved.
Trigger
Instant
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Stopped Order
Triggers when an order is stopped.
Trigger
Instant
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- NameRequired
- Email
- Phone
- Discount percentage
Action
Write
- IDRequired
- NameRequired
- Email
- Phone
- Discount percentage
Action
Write
- Customer name or emailRequired
Action
Search
Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Trigger
Instant
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- Events to MonitorRequired
Trigger
Instant
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Envelope Corrected
Triggers when an envelope is corrected.
Trigger
Instant
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Envelope Declined
Triggers when an envelope is declined.
Trigger
Instant
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Envelope Delivered
Triggers when an envelope is delivered.
Trigger
Instant
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Envelope Purge
Triggers when an envelope is purged.
Trigger
Instant
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Envelope Sent
Triggers when an envelope is sent.
Trigger
Instant
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Identity Verification Completed
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
Trigger
Instant
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- Status
- Return only envelopes I created?
- Add certificate of completion?
- Download form data?
Trigger
Polling
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Recipient Authentication Failed
Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.
Trigger
Instant
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Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
Trigger
Instant
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Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
Trigger
Instant
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Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
Trigger
Instant
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Recipient Resent
Triggers when an envelope was resent to a specific recipient.
Trigger
Instant
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SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Trigger
Instant
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Template Created
Triggers when a template is created.
Trigger
Instant
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Template Modified
Triggers when a template is modified.
Trigger
Instant
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- Bulk List IDRequired
- TemplateRequired
Action
Write
- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Envelope IDRequired
- Document IDRequired
Action
Write
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- Template NameRequired
Action
Write
- WebformRequired
- Link TypeRequired
Action
Write
- Bulk List IDRequired
- TemplateRequired
Action
Write
- Envelope IDRequired
- Void ReasonRequired
Action
Write

About Booqable

Booqable is cloud-based rental software to manage your business and accept online bookings.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Learn more

Related categories

Signatures

Similar apps

Related Zap Templates

Send DocuSign envelopes using templates when new payments are completed in Booqable

Booqable + Docusign

Finalize invoices in Booqable and send envelopes using templates in DocuSign

Supported triggers and actions

Completed Payment

Finalize Invoice

Started Order

Updated Order

Delete Customer

Find Customer - By ID

Find Order - By ID

Click Declined

Envelope Completed

Envelope Created

Envelope Deleted

Envelope Discard

Envelope Resent

Envelope Voided

Identity Verification Pending

New Folder

Recipient Autoresponded

Recipient Declined

Recipient Delivered

Recipient Reassigned

Recipient Sent

SMS Opt-Out

Template Deleted

Add to Bulk Send List

Create Bulk Send List

Create Template From Document

Send Envelope Using Document

Find Envelope Documents

Find Template Documents

Create Signature Request

Update Template

API Request (Beta)

New Customer

Reserved Order

Stopped Order

Create Customer

Update Customer

Find Customer - By Name or Email

Click Agreed

New DocuSign Connect Event

Envelope Corrected

Envelope Declined

Envelope Delivered

Envelope Purge

Envelope Sent

Identity Verification Completed

Envelope Status Updated

Recipient Authentication Failed

Recipient Completed

Recipient Delegated

Recipient Marked to Finish Later

Recipient Resent

SMS Opt-In

Template Created

Template Modified

Bulk Send Envelope From Template

Create Draft Signature Request

Download Envelope Document

Send Envelope Using Template

Find Template

Create Pre-Filled Webform Link

Test Bulk Send Request

Void Envelope

About Booqable

Related categories

Similar apps

Zapier Interfaces

About Docusign

Related categories

Similar apps

Dropbox Sign

SignNow

RightSignature

Related Zap Templates

Related Zap Templates