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
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- 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
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Envelope Completed
Triggers when an envelope is completed.
Trigger
Instant
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Envelope Created
Triggers when an envelope is created.
Trigger
Instant
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Envelope Deleted
Triggers when an envelope is deleted.
Trigger
Instant
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Envelope Discard
Triggers when an envelope is discarded.
Trigger
Instant
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Envelope Resent
Triggers when an envelope is resent.
Trigger
Instant
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Envelope Voided
Triggers when an envelope is voided.
Trigger
Instant
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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
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New Folder
Triggers when a new folder is created.
Trigger
Polling
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Recipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
Trigger
Instant
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Recipient Declined
Triggers when a recipient declined to sign.
Trigger
Instant
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Recipient Delivered
Triggers when a recipient viewed the documents through the DocuSign signing website. This event does not signify email or SMS delivery of an envelope.
Trigger
Instant
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Recipient Reassigned
Triggers when a recipient reassigned an envelope.
Trigger
Instant
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Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
Trigger
Instant
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SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Trigger
Instant
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Template Deleted
Triggers when a template is deleted.
Trigger
Instant
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- Bulk List IDRequired
- Role NameRequired
- NameRequired
- EmailRequired
Action
Write
- List NameRequired
- Role NameRequired
- NameRequired
- EmailRequired
Action
Write
- Template NameRequired
- Description
- Email Subject
- Email Message
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
Action
Write
- Brand ID
- Email Subject
- Email Body
Action
Write
- Envelope IDRequired
Action
Write
- Template IDRequired
Action
Write
- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
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
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Record TypeRequired
- Record StatusRequired
Trigger
Polling
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- 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
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- Events to MonitorRequired
Trigger
Instant
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Envelope Corrected
Triggers when an envelope is corrected.
Trigger
Instant
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Envelope Declined
Triggers when an envelope is declined.
Trigger
Instant
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Envelope Delivered
Triggers when an envelope is delivered.
Trigger
Instant
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Envelope Purge
Triggers when an envelope is purged.
Trigger
Instant
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Envelope Sent
Triggers when an envelope is sent.
Trigger
Instant
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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
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- Status
- Return only envelopes I created?
- Add certificate of completion?
- Download form data?
Trigger
Polling
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Recipient Authentication Failed
Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.
Trigger
Instant
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Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
Trigger
Instant
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Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
Trigger
Instant
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Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
Trigger
Instant
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Recipient Resent
Triggers when an envelope was resent to a specific recipient.
Trigger
Instant
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SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Trigger
Instant
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Template Created
Triggers when a template is created.
Trigger
Instant
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Template Modified
Triggers when a template is modified.
Trigger
Instant
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- Bulk List IDRequired
- TemplateRequired
Action
Write
- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Envelope IDRequired
- Document IDRequired
Action
Write
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- Template NameRequired
Action
Write
- WebformRequired
- Link TypeRequired
Action
Write
- Bulk List IDRequired
- TemplateRequired
Action
Write
- Envelope IDRequired
- Void ReasonRequired
Action
Write