Copilot + Docusign
Update Copilot clients when DocuSign envelope statuses change
Streamline your digital documentation process with this efficient workflow. When there's a status change for your DocuSign envelope, this update gets immediately reflected in the Copilot app. This helps maintain uniformity across platforms and boosts your effectiveness in managing digital documents. Enjoy a seamless tracking experience without the need for constant manual verification.
Streamline your digital documentation process with this efficient workflow. When there's a status change for your DocuSign envelope, this update gets immediately reflected in the Copilot app. This helps maintain uniformity across platforms and boosts your effectiveness in managing digital documents. Enjoy a seamless tracking experience without the need for constant manual verification.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, voided, or declined. 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.
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Status
Add certificate of completion?
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Email Subject
Email Body
Api Docs Info
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Body
Client Activated
Triggers when a client authenticates in the Copilot for the first time
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