DocuSign

DocuSign + Cloze Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect DocuSign and Cloze, with as many as 14 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect DocuSign + Cloze and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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Envelope Sent or Completed

Triggers when an envelope is sent or completed. NOTE: This trigger only checks for new envelopes every 15 minutes.

Create/Update a Person

Creates or updates a person.

New Folder

Triggers when a new folder is created.

Create Communication

Create a new communication record (email or call).

Company Change

Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.

Create Timeline Event

Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".

Person Change

Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Create/Update a Project

Creates or updates a project.

Project Change

Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Create ToDo

Creates a new ToDo.

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

Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment, and remembering what you don’t. It’s the no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social.

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