Docusign + Halo Service Solutions
Update and send envelopes with templates in DocuSign when tickets are updated in Halo Service Solutions
Stay on top of your service requests using this efficient workflow. When a ticket is updated in Halo Service Solutions, it will automatically trigger the creation of an envelope using a template in DocuSign. This automation not only streamlines your process but also immediately prepares necessary documents, saving you time and ensuring you never miss an important update.
Stay on top of your service requests using this efficient workflow. When a ticket is updated in Halo Service Solutions, it will automatically trigger the creation of an envelope using a template in DocuSign. This automation not only streamlines your process but also immediately prepares necessary documents, saving you time and ensuring you never miss an important update.
- When this happens...Ticket Updated
Triggers when a ticket is updated in Halo.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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DescriptionRequired
Customer
Site
End User
Ticket Type
Status
Service Level Agreement
Priority
Team
Agent
Try ItNameRequired
Top Level
Important Customer
Site Name
Phone Number
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Postcode
Contact Name
Contact Email Address
Email AddressRequired
Ticket TypeRequired
Summary
Details
Priority
Status
Add certificate of completion?
Download form data?
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DescriptionRequired
Customer
Site
End-User
Ticket Type
Status
Service Level Agreement
Priority
Team
Agent
Try ItNameRequired
Customer NameRequired
Main SiteRequired
Phone Number
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Postcode
Contact Name
Contact Email Address
NameRequired
Customer NameRequired
Site NameRequired
Email Address
Network Login
Work Phone Number
Mobile Phone Number
New Folder
Triggers when a new folder is created.
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