Docusign + Gmail
Send DocuSign envelopes using templates each time new Gmail emails matching a search appear
Simplify your document delivery process with this intelligent process, linking Gmail to DocuSign. Whenever a new email lands in your Gmail inbox matching your predefined search, it prompts an envelope to be immediately sent using a pre-selected template in DocuSign. This efficient transition from email receipt to document signing helps you stay on top of deadlines and improves productivity by reducing manual steps.
Simplify your document delivery process with this intelligent process, linking Gmail to DocuSign. Whenever a new email lands in your Gmail inbox matching your predefined search, it prompts an envelope to be immediately sent using a pre-selected template in DocuSign. This efficient transition from email receipt to document signing helps you stay on top of deadlines and improves productivity by reducing manual steps.
- When this happens...New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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