How to connect Autotask + DocuSign
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- New CompanyTriggers when a new company is foundTrigger
- New Configuration ItemTriggers when a new configuration item is found.Trigger
- New ContactTriggers when a new contact is found.Trigger
- New OpportunityTriggers when a new opportunity is found.Trigger
- New ProjectTriggers when a new Project is found.Trigger
- New QuoteTriggers when a new quote is found.Trigger
- New TaskTriggers when a new Task is found.Trigger
- New TicketTriggers when a new ticket is found.Trigger
- Autotask
Triggers when a ticket is updated or created.
Scheduled
Trigger
- Autotask
Triggers when a new Time Entry is found.
Scheduled
Trigger
- Autotask
Triggers when a company is updated.
Instant
Trigger
- Autotask
Triggers when a configuration item is updated.
Instant
Trigger
- Autotask
Triggers when a contact is updated.
Instant
Trigger
- Autotask
Triggers when an opportunity is updated.
Scheduled
Trigger
- Autotask
Triggers when a quote is updated.
Scheduled
Trigger
- Autotask
Triggers when a ticket is updated.
Scheduled
Trigger
- Autotask
Triggers when a Time Entry is updated.
Scheduled
Trigger
- Autotask
Creates a company.
Scheduled
Action
- Autotask
Creates a contact.
Scheduled
Action
- Autotask
Creates a ticket.
Scheduled
Action
- Autotask
Creates a ticket note.
Scheduled
Action
- Autotask
Creates an opportunity.
Scheduled
Action
- Autotask
Creates a quote.
Scheduled
Action
- Autotask
Creates a Time Entry.
Scheduled
Action
- Autotask
Update a company.
Scheduled
Action
- Autotask
Update a contact.
Scheduled
Action
- Autotask
Updates an opportunity.
Scheduled
Action
- Autotask
Updates a quote.
Scheduled
Action
- Autotask
Updates a ticket.
Scheduled
Action
- Autotask
Finds a Company.
Scheduled
Action
- Autotask
Finds a contact.
Scheduled
Action
- Autotask
Finds an opportunity.
Scheduled
Action
- Autotask
Finds a quote.
Scheduled
Action
- Autotask
Finds a Ticket by Ticket Number.
Scheduled
Action
- Autotask
Find a company by company name or ID. Optionally, create one if none are found.
Scheduled
Action
- DocuSign
Triggers when an envelope is sent or completed. 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.
Scheduled
Trigger
- DocuSign
Triggers when a new folder is created.
Scheduled
Trigger
- DocuSign
Creates a signature request.
Scheduled
Action
How Autotask + DocuSign Integrations Work
- Step 1: Authenticate Autotask and DocuSign.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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