Update records in Ironclad when envelope status changes in DocuSign
This workflow springs into action when there's a change in envelope status in DocuSign, seamlessly producing a new record in Ironclad. It eliminates the complexity of manual data entry by working in the background to keep your documents and records perfectly aligned. Enhance your efficiency with this handy tool which ensures that your legal requests are accurately documented following any status updates.
This workflow springs into action when there's a change in envelope status in DocuSign, seamlessly producing a new record in Ironclad. It eliminates the complexity of manual data entry by working in the background to keep your documents and records perfectly aligned. Enhance your efficiency with this handy tool which ensures that your legal requests are accurately documented following any status updates.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
- automatically do this!Create Record
Creates a New Record
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