DocuSign + ClickFunnels Integrations
How to connect DocuSign + ClickFunnels
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Envelope Sent or CompletedTriggers when an envelope is sent or completed. 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.Trigger- New FolderTriggers when a new folder is created.Trigger
- Create Signature RequestCreates a signature request.Action
New Contact ActivityTriggers when Contact activity record is created.Trigger- New Failed PurchaseTriggers when a failed Purchase is made in a Funnel.Trigger
- New Successful PurchaseTriggers when a successful Purchase is made in a Funnel.Trigger
- Add Email to ListAdd a Contact Profile Email to a List.Action
- Add Tag to EmailAdd a Tag to a Contact Profile by Email.Action
- ClickFunnels
Creates a new opt-in for an email.
Scheduled
Action
- ClickFunnels
Create or update a Contact Profile for an email.
Scheduled
Action
- ClickFunnels
Remove a Contact Profile Email from List.
Scheduled
Action
- ClickFunnels
Remove a Tag from a Contact Profile by Email.
Scheduled
Action
- ClickFunnels
Find a Contact Profile by exact match Email.
Scheduled
Action
- ClickFunnels
Find or Create Contact Profile
Scheduled
Action
How DocuSign + ClickFunnels Integrations Work
- Step 1: Authenticate DocuSign and ClickFunnels.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
ClickFunnels Tutorials
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