ActiveCampaign + Docusign

Send envelope using template in DocuSign when deal tasks are completed in ActiveCampaign

Efficiently manage your deal tasks with this seamless workflow. When a deal task is completed in ActiveCampaign, it sets off a process to send an envelope using a template in the DocuSign app. You can streamline your deal closure process and reduce manual effort, thus getting more done in less time. This simple automation ensures every completed task in ActiveCampaign is promptly followed by the corresponding action in DocuSign.

Efficiently manage your deal tasks with this seamless workflow. When a deal task is completed in ActiveCampaign, it sets off a process to send an envelope using a template in the DocuSign app. You can streamline your deal closure process and reduce manual effort, thus getting more done in less time. This simple automation ensures every completed task in ActiveCampaign is promptly followed by the corresponding action in DocuSign.

  1. When this happens...
    ActiveCampaignActiveCampaign
    Deal Task Completed

    Triggers when a deal task has been completed.

    TriggerInstant
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    ActionWrite
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Supported triggers and actions

What does this mean?
activecampaign logo
activecampaign logo

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.
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Related categories

  • Marketing Automation

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docusign logo

About Docusign

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

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