Docusign + folk
Send DocuSign contracts using templates when new contacts move to a certain status in folk
Be it for sales, recruiting, partnership, or fundraising, you often have to send multiple contracts. Instead of doing things manually, think about simply connecting your folk CRM to DocuSign directly. Once this template is active, whenever a new contact moves to a certain status in folk, they'll be sent a DocuSign contract automatically.
Be it for sales, recruiting, partnership, or fundraising, you often have to send multiple contracts. Instead of doing things manually, think about simply connecting your folk CRM to DocuSign directly. Once this template is active, whenever a new contact moves to a certain status in folk, they'll be sent a DocuSign contract automatically.
- When this happens...Person Updated
Triggers when a person basic field (like first name, job title, email or URL) in a group is updated.
- automatically do this...Get a Person
Get a person by their contact ID
- then do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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