Generate callnotes or voicemails in ebuero and send envelopes using templates in DocuSign
Streamline your document handling process with this efficient workflow. When a callnote or voicemail is generated in ebuero, it immediately initiates the 'Send Envelope Using Template' feature in DocuSign. This automation saves time, increases accuracy, and enhances your business efficiency by simplifying your call management and document handling needs. No more back and forth, ensure important messages trigger necessary actions promptly.
Streamline your document handling process with this efficient workflow. When a callnote or voicemail is generated in ebuero, it immediately initiates the 'Send Envelope Using Template' feature in DocuSign. This automation saves time, increases accuracy, and enhances your business efficiency by simplifying your call management and document handling needs. No more back and forth, ensure important messages trigger necessary actions promptly.
- When this happens...Generation of the Callnote or Voicemail
Triggers when a new callnote is created or a voicemail message is received.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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Name of this ConnectionRequired
Notifications for?Required
Try ItNew Folder
Triggers when a new folder is created.
Try ItTemplate ID
Email Subject
Email Body
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