DashClicks + Docusign

Send DocuSign agreements when new deals are won in DashClicks

When a deal status changes to won in DashClicks, a DocuSign agreement will be sent to your customer automatically.

When a deal status changes to won in DashClicks, a DocuSign agreement will be sent to your customer automatically.

  1. When this happens...
    DashClicksDashClicks
    Deal Status Changed (Deals)

    Triggers when a deal's status is changed within a certain pipeline in the Deals App.

    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

  • DashClicks triggers, actions, and search

    Business Updated (Contacts)

    Triggers when a business is updated on the Contacts App.

    Trigger
    Instant
    Try It
  • DashClicks triggers, actions, and search

    Person Updated (Contacts)

    Triggers when a person is updated on the Contacts App.

    Trigger
    Instant
    Try It
    • Which pipeline should we watch for deal stage changes?Required

    • When a deal enters this deal stage, this will trigger the zap. Which stage would you like?Required

    Trigger
    Instant
    Try It
    • Which funnel should we watch for optins?Required

    • When a form is submitted on this step, this will trigger the zap. Which step would you like?Required

    Trigger
    Instant
    Try It
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dashclicks logo

About DashClicks

DashClicks is SaaS product offering a variety of digital marketing services and software solutions generate leads and facilitate sales.

Related categories

  • Marketing
docusign logo
docusign logo

About Docusign

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

Related categories

  • Signatures

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