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Docusign + JobNimbus integrations
Create attachments in JobNimbus when new envelopes are completed in Docusign
Efficiently manage your electronic documents and updates with this streamlined process. When an envelope is completed in Docusign, a related attachment is created in JobNimbus immediately. This saves time, reduces manual entry errors, and ensures your JobNimbus records are updated with the latest Docusign transactions. A perfect solution that streamlines your document management process.
- When this happens...Envelope CompletedTriggers when an envelope is completed.
- automatically do this!Create AttachmentCreates a new attachment.
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More things you can do with Docusign and JobNimbus
Discover other triggers and actions you can use with Docusign and JobNimbus
- Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerInstant - Events to MonitorRequired
Try ItTriggerInstant- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- 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
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Related categories
JobNimbus CRM + Project Management for the service industry.
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