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Set up your first integration
Quickly connect Docusign to JobNimbus with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Docusign with JobNimbus - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Click Agreed" from Docusign.
Add your action
An action happens after the trigger—such as "Create Attachment" in JobNimbus.
You’re connected!
Zapier seamlessly connects Docusign and JobNimbus, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerInstant - Events to MonitorRequired
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerInstant - Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
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Practical ways you can use Docusign and JobNimbus
Streamline document signing to project creation.
When an envelope in Docusign is completed, Zapier automatically creates a new project in JobNimbus. This eliminates the need to manually track signed agreements and ensures the project kickoff starts promptly, saving time and reducing the risk of delays.
Business OwnerTrack project status upon document signature.
When a recipient completes signing a Docusign envelope, Zapier will update a project in JobNimbus. This ensures that your project management records are always up-to-date, reducing manual data entry and improving workflow visibility.
Project ManagementLearn how to automate Docusign on the Zapier blog
Frequently Asked Questions about Docusign + JobNimbus integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and JobNimbus
How do I initiate a DocuSign flow when a JobNimbus task is updated?
To trigger a DocuSign action from a JobNimbus task update, set up an integration that listens for specific updates in JobNimbus. For instance, configure it to send a document for signing whenever a task status changes.
Can I send documents automatically from DocuSign to JobNimbus when signed?
Yes, you can automate sending signed documents back to JobNimbus. Configure the integration to monitor the completion of signing in DocuSign and automatically upload the documents to the relevant contact or job in JobNimbus.
Is it possible to create a new Deal in JobNimbus when a document is sent via DocuSign?
Yes, you can set up an action that creates a Deal in JobNimbus when you send out a document from DocuSign. We can tailor this integration to include details such as deal name or amount based on the document's content.
What information can be transferred from JobNimbus to DocuSign when setting up an integration?
When integrating, you can transfer essential information such as contact names, email addresses, job details, and custom fields from JobNimbus to pre-fill documents in DocuSign before they're sent out for signing.
Can I trigger an email notification in JobNimbus once a document is signed via DocuSign?
Yes, by setting up your integration appropriately, we can ensure that an email notification is sent through JobNimbus immediately after a document is signed in DocuSign.
How do I track the progress of my documents sent via DocuSign within JobNimbus?
You can configure your integration so that status updates on each envelope sent through DocuSign are reflected within the corresponding record in JobNimbus. This allows tracking directly inside your CRM dashboard.
Is it possible to start with templates from both platforms using this integration?
Absolutely. You can choose templates set up on either platform and merge them within workflows so that specific triggers in JobNimbus utilize these pre-designed templates when sending out documents through DocuSign.
