Bullhorn CRM + Docusign

Send envelopes using template in Docusign for new tasks in Bullhorn CRM

Initiate a smoother document process with this workflow. When a new task is created in your Bullhorn CRM app, it prompts Docusign to send an envelope using a preselected template. This simplifies your process, helping you save time on manual tasking and streamlining your contracts or agreements handling.

Initiate a smoother document process with this workflow. When a new task is created in your Bullhorn CRM app, it prompts Docusign to send an envelope using a preselected template. This simplifies your process, helping you save time on manual tasking and streamlining your contracts or agreements handling.

  1. When this happens...
    Bullhorn CRMBullhorn CRM
    New Task

    Triggers when a new Task is added to Bullhorn.

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

    Sends a envelope signature request using a template.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

bullhorn-crm logo
bullhorn-crm logo

About Bullhorn CRM

Bullhorn provides cloud-based CRM solutions for companies in service-based industries. Its data capture and customer insight technology puts the most up-to-date and powerful information at users' fingertips to give them everything they need to win customers and keep them happy.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
docusign logo
docusign logo

About Docusign

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

Related categories

  • Signatures

Similar apps

Dropbox Sign integrationsDropbox Sign integrations

Dropbox Sign

Signatures
SignNow integrationsSignNow integrations

SignNow

Signatures
RightSignature integrationsRightSignature integrations

RightSignature

Signatures