Docusign + GeniusReferrals
Approve members in Genius Referrals for newly completed DocuSign envelopes
Want a simple way to approve members on Genius Referrals? Rather than approving members manually, use this integration to approve members automatically in Genius Referrals for newly completed DocuSign envelopes.
Want a simple way to approve members on Genius Referrals? Rather than approving members manually, use this integration to approve members automatically in Genius Referrals for newly completed DocuSign envelopes.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
- automatically do this...Find Member
Finds an existing member by email address.
- then do this!Update Member
Updates a member in the Genius Referrals platform.
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