Docusign + Halo Service Solutions
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, signed, 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. Some data may be unavailable if you do not have full access to the envelope.
- automatically do this!Create Ticket
Creates a new Ticket in Halo.
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Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItEvents to MonitorRequired
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Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItWarning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try It
Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItWarning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItWarning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItWarning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try It
