Docusign + Interact
Create DocuSign signature requests for new Interact leads
Effortlessly streamline your onboarding process with this Interact to DocuSign workflow. When a new lead is captured in Interact, our automation will create a signature request in DocuSign to help you get essential documents signed faster. Save time and enhance your lead management process by connecting Interact and DocuSign for a seamless experience.
Effortlessly streamline your onboarding process with this Interact to DocuSign workflow. When a new lead is captured in Interact, our automation will create a signature request in DocuSign to help you get essential documents signed faster. Save time and enhance your lead management process by connecting Interact and DocuSign for a seamless experience.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
- Free forever for core features
- 14 day trial for premium features & apps
QuizRequired
Try ItNew Folder
Triggers when a new folder is created.
Try ItTemplate ID
Email Subject
Email Body
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
