Client Dispute Manager + DocuSign Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Client Dispute Manager and DocuSign.

Connect Client Dispute Manager + DocuSign in Minutes

It's easy to connect Client Dispute Manager + DocuSign and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Customer

Triggers when a new customer is created.

New Lead

Triggers when a new lead is created.

Updated Customer

Triggers when a customer is updated.

New Folder

Triggers when a new folder is created.

New Invoice

Triggers when a new invoice is created.

Status Change

This triggers happens when you change the status of a customer in the customer screen. You can go from active all the way to archive or vice versa.

Envelope Sent or Completed

Triggers when an envelope is sent or completed. NOTE: This trigger only checks for new envelopes every 15 minutes.

How Client Dispute Manager + DocuSign Integrations Work

  1. Step 1: Authenticate Client Dispute Manager + DocuSign.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect Client Dispute Manager + DocuSign