Skip to content
Loading

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.

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.

  1. When this happens...
    Investment DominatorInvestment Dominator
    Update Record

    Triggers when a record is updated in the database.

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

    Sends a envelope signature request using a template.

    ActionWrite
Start free with email
Start free with Google
Start free with email
Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

    • Property StatusRequired

    • Property TypeRequired

    Trigger
    Scheduled
    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
  • Docusign triggers, actions, and search

    New Folder

    Triggers when a new folder is created.

    Trigger
    Scheduled
    Try It

    • Record TypeRequired

    • Record StatusRequired

    Trigger
    Scheduled
    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

    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It

    • DocumentRequired

    • Apply template ID?

    • Email Subject

    • Email Body

    Action
    Write
docusign logo
docusign logo

About Docusign

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

Related categories

  • Signatures

Similar apps

Dropbox Sign integrationsDropbox Sign integrations

Dropbox Sign

Signatures
SignNow integrationsSignNow integrations

SignNow

Signatures
RightSignature integrationsRightSignature integrations

RightSignature

Signatures
investment-dominator logo
investment-dominator logo

About Investment Dominator

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

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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