Advantage Anywhere + Docusign
Create Advantage Anywhere notifications from newly completed DocuSign envelopes
Keep track of all your leads and prospects in Advantage Anywhere, not only where they are in the sales process but also any associated signed documents via DocuSign. With this integration active, whenever a new envelope is completed in DocuSign, a notification will be created in Advantage Anywhere automatically.
Keep track of all your leads and prospects in Advantage Anywhere, not only where they are in the sales process but also any associated signed documents via DocuSign. With this integration active, whenever a new envelope is completed in DocuSign, a notification will be created in Advantage Anywhere automatically.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
- automatically do this!Create Notification
Creates a new notification and the ability to add information to a contact record.
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Status
Add certificate of completion?
Download form data?
Try ItDocumentRequired
Apply template ID?
Email Subject
Email Body
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New Referral Source
Triggers when a new referral source is created in Advantage Anywhere.
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