Docusign + Investment Dominator

Update records in Investment Dominator and send envelopes using template in DocuSign

Simplify your administrative tasks in Investment Dominator with this efficient workflow. When a record is updated, a pre-set envelope is immediately dispatched via DocuSign. This streamlined process reduces paperwork and manual entry, allowing you to focus on formulating strategic investment plans. It's a great tool for real estate investors and property managers seeking to optimize their daily operations through automation.

When this happens...
Record Updated
Triggers when a property record has been updated in the system.
TriggerPolling
automatically do this!
Send Envelope Using Template
Sends a envelope signature request using a template.
ActionWrite

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Supported triggers and actions

- Property StatusRequired
- Property TypeRequired
Trigger
Polling
Try It
- TypeRequired
- Contact Id
- Notes
- First NameRequired
- Last Name
- Email
- Email Status
- Company
- Password
- Phone
- Phone Status
- Cell
- Cell Status
- Address
- Address 2
- City
- State
- Zip
- Lead Source
- Interest
- Property Interested In
- Put Down Value
- Monthly Payment
- Highlighted
- Tags
Action
Write
- Task TypeRequired
- Task StatusRequired
- Properties
- Contacts
- Notes
- Owners
- Location
- Task TitleRequired
- Task DescriptionRequired
- Public To AllRequired
- Start DateRequired
- Start TimeRequired
- End DateRequired
- End TimeRequired
- Personal Note
- Email
- Tags
- Assigned To
- PriorityRequired
Action
Write
Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger
Instant
Try It
- Warning Text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It

- Warning Text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning Text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It

- Warning Text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning Text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning Text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
Updated Navigator Agreement (For IAM Plans)
Triggers when an existing Navigator agreement is updated. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
Maestro Workflow Failed (For IAM Plans)
Triggers when a Maestro workflow fails. Only available for Docusign IAM Plans.
Trigger
Instant
Try It
Identity Verification Completed
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
Trigger
Instant
Try It
- Polling Interval
- Warning Text
- Status
- Return only envelopes I created?
- Add certificate of completion?
- Include documents?
- Include recipients?
- Include custom fields?
- Download form data?
Trigger
Polling
Try It
New Workspace (For IAM Plans)
Triggers when a new workspace is created. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
- Warning Text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning Text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning Text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning Text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning Text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Trigger
Instant
Try It
Template Created
Triggers when a template is created.
Trigger
Instant
Try It
Template Modified
Triggers when a template is modified.
Trigger
Instant
Try It
Add Document to Workspace (For IAM Plans)
Uploads and adds a document to a workspace for organization and collaboration. Only available for Docusign IAM Plans.
Action
Write
Add User to Workspace (For IAM Plans)
Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.
Action
Write
- List NameRequired
- Role NameRequired
- NameRequired
- EmailRequired
Action
Write
Create Envelope From Workspace (For IAM Plans)
Creates an envelope associated with the workspace. Envelope recipients will automatically be granted Participate access to the workspace. Only available for Docusign IAM Plans.
Action
Write
Create Workspace (For IAM Plans)
Creates a new workspace for organizing documents, participants, and agreement workflows. Only available for Docusign IAM Plans.
Action
Write
- Envelope IDRequired
- Document IDRequired
Action
Write
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- Template NameRequired
Action
Write
Find Workspaces (For IAM Plans)
Searches for workspaces by name. Only available for Docusign IAM Plans.
Action
Write
Cancel Maestro Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
Action
Write
Resume Maestro Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
Action
Write
List Envelopes in Workspace (For IAM Plans)
Lists all envelopes created from a workspace. Only available for Docusign IAM Plans.
Action
Write
- WebformRequired
- Link TypeRequired
Action
Write
Revoke Workspace User Access (For IAM Plans)
Removes a user's access to a workspace. Only available for Docusign IAM Plans.
Action
Write
- Bulk List IDRequired
- TemplateRequired
Action
Write
Update Workspace User (For IAM Plans)
Updates a user's role or status in a workspace. Only available for Docusign IAM Plans.
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Find Navigator Agreement (For IAM Plans)
Finds Navigator agreements that match the search criteria. Only available for Docusign IAM Plans.
Action
Search

- Record TypeRequired
- Record StatusRequired
Trigger
Polling
Try It
- Property TypeRequired
- Property Ids
- Property StatusRequired
- Caller First NameRequired
- Caller Last NameRequired
- Property Address
- Property City
- Property State
- Property County
- Property Zip
- Property APN
- Property Legal Description
- Property Short Legal Description
- Property Price
- Property Acres
- Property Sqft
- Property Dimension
- Property Terrain
- Property Zoning
- Property Base Tax
- Property Hoa
- Property Lien
- Property Backtax
- Property Assessed Value
- Property Market Value / ARV
- Property Repair Estimate
- Property Improvements
- Property Power Line
- Property Road Access
- Property Owned Year
- Property Acquire
- Property Estimated Value
- Property Minimum Offer
- Property Comment
- Property Agent Name
- Property Agent Phone
- Property Seller Agent Name
- Property Seller Agent Phone
- Property Admin Note
- Property Listing Status
- Property Listing Headline
- Property Listing Sub Headline
- Property Description
- Property Plat Map Link (URL)
- Property Average Temperature
- Property Sale Price
- Property Purchased On
- Property Purchase Amount
- Property Purchase Closing Costs
- Property Sold On
- Property Sold Amount
- Property Sold Closing Costs
- Property Number of Bedroom
- Property Number of Bathroom
- Property Current Occupancy
- Property Rent Value
- Property Selling Reason
- Property Urgency
- Property Currently Foreclosure
- Property Repair Needed
- Property Water Damage
- Owner First Name
- Owner Last Name
- 2nd Owner First Name
- 2nd Owner Last Name
- Owner Type
- Owner Company
- Owner Email
- Owner Primary Phone
- Owner Secondary Phone
- Owner Fax
- Owner Address
- Owner Address 2
- Owner City
- Owner State
- Owner Zip
- Highlighted
- Tags
Action
Write
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
- Warning Text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning Text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning Text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning Text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
New Navigator Agreement (For IAM Plans)
Triggers when a new Navigator agreement is created. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
Maestro Workflow Completed (For IAM Plans)
Triggers when a Maestro workflow completes. Only available for Docusign IAM Plans.
Trigger
Instant
Try It
Maestro Workflow Started (For IAM Plans)
Triggers when a Maestro workflow starts. Only available for Docusign IAM Plans.
Trigger
Instant
Try It
Identity Verification Pending
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Trigger
Instant
Try It
New Folder
Triggers when a new folder is created.
Trigger
Polling
Try It
New User Added to Workspace (For IAM Plans)
Triggers when a new user is added to a workspace. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
- Warning Text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning Text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning Text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning Text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning Text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Trigger
Instant
Try It
Template Deleted
Triggers when a template is deleted.
Trigger
Instant
Try It
Workspace Documents (For IAM Plans)
Fetches documents from a workspace for selection. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
- Bulk List IDRequired
- Role NameRequired
- NameRequired
- EmailRequired
Action
Write
- Bulk List IDRequired
- TemplateRequired
Action
Write
- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Template NameRequired
- Description
- Email Subject
- Email Message
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
Action
Write
Delete Document From Workspace (For IAM Plans)
Removes a document from a workspace permanently. Only available for Docusign IAM Plans.
Action
Write
- Brand ID
- Email Subject
- Email Body
Action
Write
- Envelope IDRequired
Action
Write
- Template IDRequired
Action
Write
Find Documents in Workspace (For IAM Plans)
Lists and searches documents within a specific workspace. Only available for Docusign IAM Plans.
Action
Write
Pause Maestro Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
Action
Write
Trigger Maestro Workflow (For IAM Plans)
Triggers a Maestro workflow. Only available for Docusign IAM Plans.
Action
Write
List Users in Workspace (For IAM Plans)
Lists all users in a workspace with their roles and permissions. Only available for Docusign IAM Plans.
Action
Write
Restore Workspace User Access (For IAM Plans)
Restores a user's access to a workspace by re-adding them. Only available for Docusign IAM Plans.
Action
Write
- TemplateRequired
- Render Template TabsRequired
- Email Subject
- Email Blurb
Action
Write
- Template IDRequired
- Template NameRequired
- Description
- Email SubjectRequired
- Email Message
- DocumentRequired
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
Action
Write
- Envelope IDRequired
- Void ReasonRequired
Action
Write
Find Maestro Workflow (For IAM Plans)
Finds Maestro workflows that match the search criteria. Only available for Docusign IAM Plans.
Action
Search
Find Maestro Workflow Instance (For IAM Plans)
Finds Maestro workflow instances for a specific workflow. Only available for Docusign IAM Plans.
Action
Search

About Docusign

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

Related categories

Signatures

Similar apps

About Investment Dominator

Investment Dominator CRM is a complete real estate investment deal management and automation system for land, home, and note investors.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Docusign + Investment Dominator

Update records in Investment Dominator and send envelopes using template in DocuSign

New Record

Create Contact

Create Task

Click Declined

Envelope Completed

Envelope Created

Envelope Deleted

Envelope Discard

Envelope Resent

Envelope Voided

Updated Navigator Agreement (For IAM Plans)

Maestro Workflow Failed (For IAM Plans)

Identity Verification Completed

Envelope Status Updated

New Workspace (For IAM Plans)

Recipient Authentication Failed

Recipient Completed

Recipient Delegated

Recipient Marked to Finish Later

Recipient Resent

SMS Opt-In

Template Created

Template Modified

Add Document to Workspace (For IAM Plans)

Add User to Workspace (For IAM Plans)

Create Bulk Send List

Create Envelope From Workspace (For IAM Plans)

Create Workspace (For IAM Plans)

Download Envelope Document

Send Envelope Using Template

Find Template

Find Workspaces (For IAM Plans)

Cancel Maestro Workflow Instance (For IAM Plans)

Resume Maestro Workflow Instance (For IAM Plans)

List Envelopes in Workspace (For IAM Plans)

Create Pre-Filled Webform Link

Revoke Workspace User Access (For IAM Plans)

Test Bulk Send Request

Update Workspace User (For IAM Plans)

API Request (Beta)

Find Navigator Agreement (For IAM Plans)

Record Updated

Create Property

Click Agreed

New Docusign Connect Event

Envelope Corrected

Envelope Declined

Envelope Delivered

Envelope Purge

Envelope Sent

New Navigator Agreement (For IAM Plans)

Maestro Workflow Completed (For IAM Plans)

Maestro Workflow Started (For IAM Plans)

Identity Verification Pending

New Folder

New User Added to Workspace (For IAM Plans)

Recipient Autoresponded

Recipient Declined

Recipient Delivered

Recipient Reassigned

Recipient Sent

SMS Opt-Out

Template Deleted

Workspace Documents (For IAM Plans)

Add to Bulk Send List

Bulk Send Envelope From Template

Create Draft Signature Request

Create Template From Document

Delete Document From Workspace (For IAM Plans)

Send Envelope Using Document

Find Envelope Documents

Find Template Documents

Find Documents in Workspace (For IAM Plans)

Pause Maestro Workflow Instance (For IAM Plans)

Trigger Maestro Workflow (For IAM Plans)

List Users in Workspace (For IAM Plans)

Restore Workspace User Access (For IAM Plans)

Create Signature Request