Docupilot + Docusign
Update and generate Docupilot documents from updated DocuSign envelopes
Keep your document creation process streamlined and efficient with this workflow. When you update the status of an envelope in DocuSign, this automation will instantly create a new document in Docupilot. It not only saves your time but also ensures that your document changes are reflect promptly in Docupilot. Make managing your e-documents simpler and more coherent with this DocuSign to Docupilot workflow.
Keep your document creation process streamlined and efficient with this workflow. When you update the status of an envelope in DocuSign, this automation will instantly create a new document in Docupilot. It not only saves your time but also ensures that your document changes are reflect promptly in Docupilot. Make managing your e-documents simpler and more coherent with this DocuSign to Docupilot workflow.
- 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.
- automatically do this!Create Document
Creates a new document from a specified template.
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Status
Add certificate of completion?
Download form data?
Try ItDocumentRequired
Apply template ID?
Email Subject
Email Body
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New Folder
Triggers when a new folder is created.
Try ItTemplate ID
Email Subject
Email Body
DocumentRequired
Provide Download URL Link?
