AgencyBloc + Docusign
Create AgencyBloc activities for newly-sent or completed DocuSign envelopes
Track and manage your signing activity without the need for manual updates. Every time a DocuSign file is complete, this Zap will automatically add that to a signer's activities in AgencyBloc.
Track and manage your signing activity without the need for manual updates. Every time a DocuSign file is complete, this Zap will automatically add that to a signer's activities in AgencyBloc.
- 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...Get Individual by Email and Name
Finds An Individual By Email And Name
- then do this!Create Activity
Creates an Activity in AgencyBloc.
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