Docusign + Kartra

Send envelopes using templates in DocuSign when new tagged leads are assigned in Kartra

Simplify the task of document dispatch with this workflow. When a lead is assigned a specific tag in Kartra, a predetermined document will promptly be sent using a template within DocuSign. This process not only saves time but also ensures seamless lead management and document distribution. Experience a smoother, more efficient business operation with this automated process.

When this happens...
Lead Is Assigned Tag
Triggers when a lead is assigned a tag.
TriggerInstant
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Send Envelope Using Template
Sends a envelope signature request using a template.
ActionWrite

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Supported triggers and actions

What does this mean?

- ProductsRequired
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Instant
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- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
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Instant
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- CalendarsRequired
- Calendar ClassRequired
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Instant
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- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
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Instant
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- ProductsRequired
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Instant
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- MembershipsRequired
- Membership LevelsRequired
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Instant
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- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
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Instant
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- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
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Instant
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- SequencesRequired
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Instant
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- ListsRequired
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Instant
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- Tag CategoriesRequired
- TagsRequired
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- Video CategoriesRequired
- VideosRequired
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- Page CategoryRequired
- PageRequired
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Instant
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- Tag CategoryRequired
- Assign a TagRequired
- EmailRequired
- Lead ID
Action
Write
- CalendarRequired
- Calendar ClassRequired
- Starting Date
- EmailRequired
- Lead ID
Action
Write
- Custom Field IdentifierRequired
- Custom Field TypeRequired
- Custom Field Options
Action
Write
- Lead ID
- EmailRequired
- New Email
- First Name
- Middle Name
- Last Name
- Second Last Name
- Phone
- Phone Country Code
- IP Address
- Address
- Zip
- City
- State
- Country
- Company
- Lead Picture URL
- Website
- Facebook Account
- Twitter Account
- Linkedin Account
- Google Plus Account
Action
Write
- Subscription IDRequired
- Subscription StatusRequired
Action
Write
- Transaction IDRequired
- Amount
- EmailRequired
- Lead ID
Action
Write
Retrieve All the Lists in Your Account
Get all the lists in your Kartra account.
Action
Write
Retrieve All the Sequences in Your Account
Get all the sequences from your Kartra account.
Action
Write
Retrieve All the Custom Fields in Your Account
Get all the custom fields from your account in Kartra.
Action
Write
- Subscribe Lead to SequenceRequired
- Sequence StepRequired
- EmailRequired
- Lead ID
Action
Write
- Unsubscribe Lead From ListRequired
- EmailRequired
- Lead ID
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Subscription IDRequired
Action
Search
- Lead ID
- Email
Action
Search
New Folder
Triggers when a new folder is created.
Trigger
Scheduled
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- Template ID
- Email Subject
- Email Body
Action
Write

- Tag CategoriesRequired
- TagsRequired
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Instant
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- CalendarsRequired
- Calendar ClassRequired
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Instant
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- CalendarsRequired
- Calendar ClassRequired
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Instant
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- FormsRequired
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Instant
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- MembershipsRequired
- Membership LevelsRequired
Trigger
Instant
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- Page Split Test LinkRequired
- VersionRequired
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Instant
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- ScoreRequired
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Instant
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- SequencesRequired
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Instant
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- SequencesRequired
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Instant
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- Tracking Link CategoryRequired
- Tracking LinksRequired
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Instant
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- ListsRequired
Trigger
Instant
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- Video CategoriesRequired
- VideosRequired
Trigger
Instant
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- Kartra Page WebsiteRequired
- PageRequired
Trigger
Instant
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- CalendarRequired
- Calendar ClassRequired
- EmailRequired
- Lead ID
Action
Write
- Subscription ID
- Transaction ID
- EmailRequired
- Lead ID
Action
Write
- EmailRequired
- First Name
- Middle Name
- Last Name
- Second Last Name
- Phone
- Phone Country Code
- IP Address
- Address
- Zip
- City
- State
- Country
- Company
- Lead Picture URL
- Website
- Facebook Account
- Twitter Account
- Linkedin Account
- Google Plus Account
Action
Write
- Subscription IDRequired
- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
- Next Payment Date
- Amount
- Recurrence
- Quantity
- Installments Left
Action
Write
- Add Points to a LeadRequired
- EmailRequired
- Lead ID
Action
Write
- Remove Points From a LeadRequired
- EmailRequired
- Lead ID
Action
Write
Retrieve All the Pages in Your Account
Get all the pages in your Kartra account.
Action
Write
Retrieve All the Tags in Your Account
Get all the tags from the your account in Kartra.
Action
Write
- Subscribe Lead to ListRequired
- EmailRequired
- Lead ID
Action
Write
- Tag CategoryRequired
- Unassign a TagRequired
- EmailRequired
- Lead ID
Action
Write
- Unsubscribe Lead From SequenceRequired
- EmailRequired
- Lead ID
Action
Write
- Email
- Lead ID
Action
Search
- Transaction IDRequired
Action
Search
- Status
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
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- DocumentRequired
- Apply template ID?
- Email Subject
- Email Body
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

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

Signatures

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Signatures

About Kartra

Kartra is an all-in-one solution to manage your online business: checkout, automated email campaigns, site builder, membership portals, etc.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

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Docusign + Kartra

Send envelopes using templates in DocuSign when new tagged leads are assigned in Kartra

Affiliate Signs Up for Product

Customer Buys Product

Product FunnelsRequired

ProductRequired

Product Price PointRequired

Lead Completes a Calendar

CalendarsRequired

Calendar ClassRequired

Customer Cancels Subscription

Product FunnelsRequired

ProductRequired

Product Price PointRequired

JV Signs Up for Product

ProductsRequired

Lead Is Revoked Access to Membership

MembershipsRequired

Membership LevelsRequired

Customer Partial Refunds Product

Product FunnelsRequired

ProductRequired

Product Price PointRequired

Customer Refunds Product

Product FunnelsRequired

ProductRequired

Product Price PointRequired

Lead Is Added to Sequence

SequencesRequired

Lead Subscribes to List

ListsRequired

Lead Is Unssigned Tag

Tag CategoriesRequired

TagsRequired

Lead Completes a Kartra Video

Video CategoriesRequired

VideosRequired

Lead Visits External Page

Page CategoryRequired

PageRequired

Assign Tag to Lead

Tag CategoryRequired

Assign a TagRequired

EmailRequired

Lead ID

Suscribe Lead to Calendar

CalendarRequired

Calendar ClassRequired

Starting Date

EmailRequired

Lead ID

Create Custom Field

Custom Field IdentifierRequired

Custom Field TypeRequired

Custom Field Options

Edit Lead

Lead ID

EmailRequired

New Email

First Name

Middle Name

Last Name

Second Last Name

Phone

Phone Country Code

IP Address

Address

Zip

City

State

Country

Company

Lead Picture URL

Website

Facebook Account

Twitter Account

Linkedin Account