Docusign + Housecall Pro

Send new completed Housecall Pro jobs as templates in DocuSign envelopes

Enhance your workflow for processing jobs in Housecall Pro by automatically sending a DocuSign envelope using a template each time you mark a job as completed. This efficient system ensures that every completed job swiftly triggers a professional, pre-designed envelope to be sent via DocuSign. It is an ideal way to streamline your workflow, enhance customer communication, and save valuable time.

Enhance your workflow for processing jobs in Housecall Pro by automatically sending a DocuSign envelope using a template each time you mark a job as completed. This efficient system ensures that every completed job swiftly triggers a professional, pre-designed envelope to be sent via DocuSign. It is an ideal way to streamline your workflow, enhance customer communication, and save valuable time.

  1. When this happens...
    Housecall ProHousecall Pro
    New Completed Job

    Triggers when a job is completed.

    TriggerPolling
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    ActionWrite
Start free with email
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Supported triggers and actions

  • Docusign triggers, actions, and search

    Click Agreed

    Triggers when a recipient accepted a clickwrap agreement.

    Trigger
    Instant
    Try It
    • Events to MonitorRequired

    Trigger
    Instant
    Try It
    • Warning Text

    • Add certificate of completion

    • Include documents

    • Include recipients

    • Include custom fields

    • Include form data

    Trigger
    Instant
    Try It
docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Related categories

  • Signatures

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housecall-pro logo
housecall-pro logo

About Housecall Pro

Housecall Pro is a top rated software to run your home service business. We make it easy to schedule, dispatch, estimate, invoice, accept credit cards and get booked online by customers.

Related categories

  • Scheduling & Booking