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Content Snare + Docusign

Send envelopes using template in DocuSign when all fields are completed in Content Snare

Streamline your document process with this workflow. Whenever all fields are completed in Content Snare, an envelope is immediately sent using a specified template in DocuSign. This automation helps eliminate manual tasks, ensuring your documents are always sent promptly when ready, enhancing efficiency in your document management process.

Streamline your document process with this workflow. Whenever all fields are completed in Content Snare, an envelope is immediately sent using a specified template in DocuSign. This automation helps eliminate manual tasks, ensuring your documents are always sent promptly when ready, enhancing efficiency in your document management process.

  1. When this happens...
    Content SnareContent Snare
    All Fields Completed

    Triggers when all fields are completed.

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

    Sends a envelope signature request using a template.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Content Snare triggers, actions, and search

    All Fields Completed

    Triggers when all fields are completed.

    Trigger
    Instant
    Try It
  • Content Snare triggers, actions, and search

    Client Updated

    Triggers when the client is updated.

    Trigger
    Instant
    Try It
  • Content Snare triggers, actions, and search

    Field Completed

    Triggers when the field is completed.

    Trigger
    Instant
    Try It
  • Content Snare triggers, actions, and search

    Request Completed

    Triggers when the request is completed.

    Trigger
    Instant
    Try It
content-snare logo
content-snare logo

About Content Snare

Content Snare is a tool that helps collect content and files from clients on time without email
Learn moreHelp

Related categories

  • Forms & Surveys

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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.
Help

Related categories

Similar apps

Dropbox Sign integrationsDropbox Sign integrations

Dropbox Sign

Signatures
SignNow integrationsSignNow integrations

SignNow

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RightSignature integrationsRightSignature integrations

RightSignature

Signatures

Related Zap Templates

  • Send Docusign envelopes using a template whenever new requests are completed in Content Snare

Related Zap Templates

 

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