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.
- When this happens...Deal Task Completed
Triggers when a deal task has been completed.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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Custom ObjectRequired
Trigger EventsRequired
Try ItTask Type (Optional)
Try ItNew 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.
Try ItListRequired
Try It
