DocuSign + Close Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect DocuSign and Close, with as many as 70 possible integrations. Are you ready to find your productivity superpowers?
Update opportunities in Close when envelopes are signed in DocuSign
Close your opportunities automatically when your contracts are signed with this nifty workflow. Use this integration to automatically update opportunities in Close when envelopes are signed in DocuSign, saving you time and effort.
It's easy to connect DocuSign + Close and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when an envelope is sent or completed. NOTE: This trigger only checks for new envelopes every 15 minutes.
Runs a sent email report for your organization.
Triggers when a new folder is created.
Runs a status change report for your organization.
Triggers when a new incoming Email is created or an outgoing Email is sent.
Creates a new note.
Triggers when a new event is created.
Creates a new email.
Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.
Runs an opportunity report for your organization. This report will return the data that you see at the top of the "Opportunities" page in Close.io.
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