Cocosign + systeme.io

Generate documents in Cocosign from templates whenever new tags are added to contacts in systeme.io

Improve your document preparation process by automatically generating a new document from a template in Cocosign each time a new tag is added to a contact in systeme.io. This streamlined workflow helps save time by ensuring that your document creation is in sync with your contact management, thus enhancing your productivity.

When this happens...
New Tag Added to Contact
Triggers when a tag is added to contact.
TriggerInstant
automatically do this!
Create a Document From Templates
Triggers when you send out a new signature request.
ActionWrite

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Supported triggers and actions

- CampaignRequired
Trigger
Instant
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- FunnelRequired
- Funnel StepRequired
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Instant
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- TagRequired
Trigger
Instant
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- CourseRequired
- Access TypeRequired
Action
Write
- CourseRequired
- Contact emailRequired
Action
Write

- CampaignRequired
- Contact emailRequired
Action
Write
Document Sent
Triggers when you send out a new signature request.
Trigger
Instant
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Document Expired
Triggers when the document is expired.
Trigger
Instant
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Document Signed
Triggers when a document is signed by your signer.
Trigger
Instant
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Document Viewed
Triggers when your document is viewed by your signer.
Trigger
Instant
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Create a Document From Templates
Create a new document from your pre-created templates and send it out for signatures.
Action
Write

- FunnelRequired
- Funnel StepRequired
Trigger
Instant
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- FunnelRequired
- Funnel StepRequired
Trigger
Instant
Try It
- TagRequired
Action
Write
- TagRequired
- Contact emailRequired
Action
Write
- CampaignRequired
Action
Write
Document Completed
Triggers when all signing parties have signed the document.
Trigger
Instant
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Document Declined
Triggers when any signing party declines to sign your document.
Trigger
Instant
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Access Blocked
Triggers when signers were denied access to the documents because they entered the wrong authentication code three times in a row.
Trigger
Instant
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New Signature Request
Triggers when you receive a document to fill out and sign.
Trigger
Instant
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Document Voided
Triggers when the document is voided.
Trigger
Instant
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About Cocosign

CocoSign is an easy, affordable alternative to DocuSign, helping SMBs and professionals streamline eSignature workflows immensely and sign contracts 5x faster.