Create tickets in Halo Service Solutions for updated envelope statuses in Docusign
Keep your customer service operations smooth and on track with this efficient workflow. Whenever there's a status update in Docusign, a new ticket will be created in Halo Service Solutions. This enables your support team to swiftly respond to any developments, enhancing productivity and responsiveness. With this, you don't need to manually cross-check between applications, saving you time and maintaining excellent customer service.
Keep your customer service operations smooth and on track with this efficient workflow. Whenever there's a status update in Docusign, a new ticket will be created in Halo Service Solutions. This enables your support team to swiftly respond to any developments, enhancing productivity and responsiveness. With this, you don't need to manually cross-check between applications, saving you time and maintaining excellent customer service.
- 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!Create Ticket
Creates a new Ticket in Halo.
- Free forever for core features
- 14 day trial for premium features & apps
Status
Add certificate of completion?
Download form data?
Try ItDocumentRequired
Apply template ID?
Email Subject
Email Body
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
DescriptionRequired
Customer
Site
End-User
Ticket Type
Status
Service Level Agreement
Priority
Team
Agent
Try It
New Folder
Triggers when a new folder is created.
Try ItTemplate ID
Email Subject
Email Body
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