ABC Trainerize + Docusign
Send DocuSign envelopes using template each time new purchases happen in ABC Trainerize
Streamline your document management process with this simple automation. Whenever a new purchase is made in ABC Trainerize, it promptly initiates the process of sending an envelope using your preferred template in DocuSign. This workflow not only expedites the process but also ensures consistency, assisting you in managing your documents efficiently.
Streamline your document management process with this simple automation. Whenever a new purchase is made in ABC Trainerize, it promptly initiates the process of sending an envelope using your preferred template in DocuSign. This workflow not only expedites the process but also ensures consistency, assisting you in managing your documents efficiently.
- When this happens...New Purchase
Triggers when there's a new purchase.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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