Docusign + Eduzz
Send documents using Docusign when new faturas are paid in Eduzz
When a payment invoice is completed in MyEduzz, this workflow ensures immediate action by sending a document using Docusign. This automated process not only streamlines your task but makes the payment confirmation procedure quicker and more efficient. You're saved from the hassle of manual document sending, which allows you to focus more on your business.
When a payment invoice is completed in MyEduzz, this workflow ensures immediate action by sending a document using Docusign. This automated process not only streamlines your task but makes the payment confirmation procedure quicker and more efficient. You're saved from the hassle of manual document sending, which allows you to focus more on your business.
- When this happens...
MyEduzz - Fatura PagaOcorre quando - Fatura paga
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Send Envelope Using DocumentSends an envelope signature request using a document.
ActionWriteCreate a new record or update an existing record in your app.
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AlpaClass - Aluno Acessou O Certificado
Ocorre quando - Aluno acessou o certificado
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AlpaClass - Aluno Finalizou O Curso
Ocorre quando - Aluno finalizou o curso
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AlpaClass - Aluno Desmarcou O Curso Como Finalizado
Ocorre quando - Aluno desmarcou o curso como finalizado
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AlpaClass - Aluno Marcou Aula Como Concluída
Ocorre quando - Aluno marcou aula como concluída
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AlpaClass - Aluno Favoritou Uma Aula
Ocorre quando - Aluno favoritou uma aula
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AlpaClass - Aluno Desfavoritou Uma Aula
Ocorre quando - Aluno desfavoritou uma aula
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AlpaClass - Aluno Marcou O Módulo Como Não Finalizado
Ocorre quando - Aluno marcou o módulo como não finalizado
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Blinket - Novo Participante
Ocorre quando - Novo Participante
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Blinket - Ingresso Cancelado
Ocorre quando - Ingresso cancelado
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Blinket - Participante Alterado
Ocorre quando - Participante alterado
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Blinket - Ingresso Alterado
Ocorre quando - Ingresso alterado
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MyEduzz - Contrato Criado
Ocorre quando - Contrato criado
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MyEduzz - Fatura Cancelada
Ocorre quando - Fatura cancelada
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MyEduzz - Fatura Em Negociação
Ocorre quando - Fatura em negociação
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MyEduzz - Fatura Paga
Ocorre quando - Fatura paga
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MyEduzz - Fatura Reembolsada
Ocorre quando - Fatura reembolsada
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MyEduzz - Fatura Aguardando Pagamento
Ocorre quando - Fatura aguardando pagamento
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Nutror - Aluno Acessou O Certificado
Ocorre quando - Aluno acessou o certificado
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Nutror - Comentário Excluído
Ocorre quando - Comentário excluído
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Nutror - Aluno Acessou a Comunidade
Ocorre quando - Aluno acessou a comunidade
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Nutror - Aluno Fez Download De Um Arquivo
Ocorre quando - Aluno fez download de um arquivo
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Nutror - Solicitação De Ajuda Do Aluno
Ocorre quando - Solicitação de ajuda do aluno
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Nutror - Lição Favoritada
Ocorre quando - Lição Favoritada
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Nutror - Aluno Terminou Uma Aula
Ocorre quando - Aluno terminou uma aula
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Nutror - Aluno Criou Uma Anotação
Ocorre quando - Aluno criou uma anotação
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SafeVídeo - O Processamento Foi Finalizado
Ocorre quando - O processamento foi finalizado
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SafeVídeo - O Processamento Está Esperando Ser Iniciado
Ocorre quando - O processamento está esperando ser iniciado
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SafeVídeo - Upload Falhou
Ocorre quando - Upload falhou
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SafeVídeo - Upload Iniciado
Ocorre quando - Upload iniciado
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Events to MonitorRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Navigator Agreement (For IAM Plans)
Triggers when a new Navigator agreement is created. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMaestro Workflow Completed (For IAM Plans)
Triggers when a Maestro workflow completes. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Maestro Workflow Started (For IAM Plans)
Triggers when a Maestro workflow starts. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Identity Verification Pending
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Folder
Triggers when a new folder is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew User Added to Workspace (For IAM Plans)
Triggers when a new user is added to a workspace. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planWarning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Deleted
Triggers when a template is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workspace Documents (For IAM Plans)
Fetches documents from a workspace for selection. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBulk List IDRequired
Role NameRequired
NameRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bulk List IDRequired
TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template NameRequired
Description
Email Subject
Email Message
Document
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete Document From Workspace (For IAM Plans)
Removes a document from a workspace permanently. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Brand ID
Email Subject
Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Documents in Workspace (For IAM Plans)
Lists and searches documents within a specific workspace. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Pause Maestro Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Maestro Workflow (For IAM Plans)
Triggers a Maestro workflow. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List Users in Workspace (For IAM Plans)
Lists all users in a workspace with their roles and permissions. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Restore Workspace User Access (For IAM Plans)
Restores a user's access to a workspace by re-adding them. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TemplateRequired
Render Template TabsRequired
Email Subject
Email Blurb
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
Template NameRequired
Description
Email SubjectRequired
Email Message
DocumentRequired
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
Void ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEnvelope IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEnvelope IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Navigator Agreement (For IAM Plans)
Finds Navigator agreements that match the search criteria. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.SearchFind existing data in your app
AlpaClass - Aluno Comentou Uma Aula
Ocorre quando - Aluno comentou uma aula
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AlpaClass - Último Acesso Do Aluno
Ocorre quando - Último acesso do aluno
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AlpaClass - Aluno Criou Uma Conta
Ocorre quando - Aluno criou uma conta
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AlpaClass - Último Acesso Do Aluno Na Aula
Ocorre quando - Último acesso do aluno na aula
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AlpaClass - Aluno Marcou Aula Como Não Concluída
Ocorre quando - Aluno marcou aula como não concluída
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AlpaClass - Aluno Finalizou O Módulo
Ocorre quando - Aluno finalizou o módulo
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Blinket - Etiqueta Gerada
Ocorre quando - Etiqueta gerada
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Blinket - Ingresso Atribuído
Ocorre quando - Ingresso atribuído
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Blinket - Check-In Realizado
Ocorre quando - Check-in realizado
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Blinket - Marcador Alterado
Ocorre quando - Marcador alterado
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MyEduzz - Comissões Processadas
Ocorre quando - Comissões processadas
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MyEduzz - Contrato Atualizado
Ocorre quando - Contrato atualizado
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MyEduzz - Fatura Expirada
Ocorre quando - Fatura expirada
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MyEduzz - Fatura Criada
Ocorre quando - Fatura criada
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MyEduzz - Fatura Em Recuperação
Ocorre quando - Fatura em recuperação
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MyEduzz - Fatura Agendada
Ocorre quando - Fatura agendada
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MyEduzz - Fatura Aguardando Reembolso
Ocorre quando - Fatura aguardando reembolso
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Nutror - Comentário Criado
Ocorre quando - Comentário criado
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Nutror - Comentário Respondido
Ocorre quando - Comentário respondido
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Nutror - Nova Matricula
Ocorre quando - Nova matricula
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Nutror - Estudante Inativo
Ocorre quando - Estudante inativo
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Nutror - Aluno Avaliou Uma Aula
Ocorre quando - Aluno avaliou uma aula
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Nutror - Aluno Iniciou Uma Aula
Ocorre quando - Aluno iniciou uma aula
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Nutror - Aluno Completou Um Módulo
Ocorre quando - Aluno completou um módulo
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SafeVídeo - O Processamento Enfrentou Uma Falha
Ocorre quando - O processamento enfrentou uma falha
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SafeVídeo - O Processamento Do Arquivo Foi Iniciado
Ocorre quando - O processamento do arquivo foi iniciado
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SafeVídeo - Upload Cancelado
Ocorre quando - Upload cancelado
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SafeVídeo - Upload Finalizado
Ocorre quando - Upload finalizado
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Checkout Sun - Abandono De Carrinho
Ocorre quando - Abandono de carrinho
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Navigator Agreement (For IAM Plans)
Triggers when an existing Navigator agreement is updated. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMaestro Workflow Failed (For IAM Plans)
Triggers when a Maestro workflow fails. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Identity Verification Completed
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Polling Interval
Warning Text
Status
Return only envelopes I created?
Add certificate of completion?
Include documents?
Include recipients?
Include custom fields?
Download form data?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Workspace (For IAM Plans)
Triggers when a new workspace is created. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planWarning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Created
Triggers when a template is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Modified
Triggers when a template is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add Document to Workspace (For IAM Plans)
Uploads and adds a document to a workspace for organization and collaboration. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add User to Workspace (For IAM Plans)
Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List NameRequired
Role NameRequired
NameRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Envelope From Workspace (For IAM Plans)
Creates an envelope associated with the workspace. Envelope recipients will automatically be granted Participate access to the workspace. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Workspace (For IAM Plans)
Creates a new workspace for organizing documents, participants, and agreement workflows. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template ID
Brand ID
Email Subject
Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Workspaces (For IAM Plans)
Searches for workspaces by name. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Cancel Maestro Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resume Maestro Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List Envelopes in Workspace (For IAM Plans)
Lists all envelopes created from a workspace. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WebformRequired
Link TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Revoke Workspace User Access (For IAM Plans)
Removes a user's access to a workspace. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bulk List IDRequired
TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Workspace User (For IAM Plans)
Updates a user's role or status in a workspace. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
Include Certificate of Completion
ActionThis is an event a Zap performs.SearchFind existing data in your appEnvelope IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Maestro Workflow (For IAM Plans)
Finds Maestro workflows that match the search criteria. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Maestro Workflow Instance (For IAM Plans)
Finds Maestro workflow instances for a specific workflow. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.SearchFind existing data in your app
