ActiveCampaign + Docusign

Send DocuSign envelopes using templates when new automation webhooks arise in ActiveCampaign

Stay on top of your business processes with this ActiveCampaign and DocuSign workflow. As soon as a new automation webhook occurs in ActiveCampaign, it prompts DocuSign to send an envelope using a specific template. This seamless combination simplifies your document handling process, saving you time and enhancing your efficiency.

When this happens...
New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
TriggerInstant
automatically do this!
Send Envelope Using Template
Sends a envelope signature request using a template.
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Supported triggers and actions

What does this mean?

- Custom ObjectRequired
- Trigger EventsRequired
Trigger
Instant
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- Task Type (Optional)
Trigger
Instant
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New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Trigger
Instant
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- ListRequired
Trigger
Instant
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- ListRequired
Trigger
Instant
Try It

- List (Deprecated)
Trigger
Instant
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New Deal Note
Triggers when a new deal note is created.
Trigger
Instant
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New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Trigger
Instant
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- ListRequired
Trigger
Instant
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- EventRequired
- Tag
Trigger
Instant
Try It
- Account IDRequired
- Name
- Website
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account
- Contact Email Address
Action
Write
- AutomationRequired
- Automation RunRequired
- Contact IDRequired
Action
Write
- Contact IDRequired
- Account IDRequired
- Job Title
Action
Write
- Contact IDRequired
- ActionRequired
- Existing Tags
- Tags
Action
Write
- Custom ObjectRequired
- Record ID
- External ID
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account ID
- Contact ID
- Description
Action
Write
- Task ID
- Title
- Deal IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- ActionRequired
- List IDRequired
- Contact ID
- Email Address
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ID
- Email Address
Action
Search
- Deal Title
- Contact Email
Action
Search
- Deal Task TitleRequired
- Deal ID
Action
Search
- Status
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
Try It
- DocumentRequired
- Apply template ID?
- Email Subject
- Email Body
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Custom ObjectRequired
Trigger
Instant
Try It
New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
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- ListRequired
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
Try It
- Task type
Trigger
Instant
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New Deal Task
Triggers when a new deal task is created.
Trigger
Instant
Try It
- ListRequired
- Importer Note
Trigger
Instant
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- List
- Skip Unsubscribe Events
- Importer Note
Trigger
Instant
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- NameRequired
- Website
Action
Write
- List
- ID
- Email Address
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
Action
Write
- AutomationRequired
- Subscriber EmailRequired
Action
Write
- Email MessageRequired
- ListRequired
- Campaign NameRequired
Action
Write
- Contact IDRequired
- List IDRequired
- NoteRequired
Action
Write
- Task ID
- Title
- Contact IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- Contact IDRequired
- Deal IDRequired
- Role
Action
Write
- DealRequired
- NoteRequired
Action
Write
- DealRequired
- Title
- Value
- Currency
- Owner
- Pipeline
- Stage
- Account ID
- Contact ID
- Status
- Description
Action
Write
- Event KeyRequired
- Event Account IDRequired
- Event NameRequired
- Event Value
- Contact Email Address
Action
Write
- NameRequired
Action
Search
- Contact Task TitleRequired
- Contact ID
Action
Search
- Title
- Contact Email
Action
Search
- EmailRequired
Action
Search
New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Try It
- Template ID
- Email Subject
- Email Body
Action
Write

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.

Help

Related categories

Marketing Automation

Similar apps

AWeber

Email Newsletters

HubSpot

Marketing Automation

Constant Contact

Email Newsletters

About Docusign

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

Help

Related categories

Signatures

Similar apps

Dropbox Sign

Signatures

SignNow

Signatures

RightSignature

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PRODUCTS

CAPABILITIES

By team

ActiveCampaign + Docusign

Send DocuSign envelopes using templates when new automation webhooks arise in ActiveCampaign

New or Updated Custom Object Record

Trigger EventsRequired

Deal Task Completed

Task Type (Optional)

New Automation Webhook

New Campaign Link Click

ListRequired

New Campaign Starts Sending

ListRequired

New Contact Note

List (Deprecated)

New Deal Note

New Deal Added or Updated

Updated Contact

ListRequired

Tag Added or Removed From Contact

EventRequired

Tag

Update Account

Account IDRequired

Name

Website

Create Deal (Deprecated)

TitleRequired

ValueRequired

Owner

CurrencyRequired

PipelineRequired

StageRequired

Account

Contact Email Address

Remove Contact From Automation

AutomationRequired

Automation RunRequired

Contact IDRequired

Add Contact to Account

Contact IDRequired

Account IDRequired

Job Title

Add/Remove Tag From Contact

Contact IDRequired

ActionRequired

Existing Tags

Tags

Create or Update a Custom Object Record

Custom ObjectRequired

Record ID

External ID

Create Deal

TitleRequired

ValueRequired

Owner

CurrencyRequired

PipelineRequired

StageRequired

Account ID

Contact ID

Description

Create or Update Deal Task

Task ID

Title

Deal IDRequired

Note

Due DateRequired

End Date

Task TypeRequired

Assignee

Subscribe or Unsubscribe Contact From List

ActionRequired

List IDRequired

Contact ID

Email Address

API Request (Beta)

Api Docs Info

HTTP MethodRequired