Send DocuSign envelopes from a template when new products are purchased in Kartra
Boost your efficiency when you make a sale with this workflow. When a customer purchases a product in Kartra, it activates a process to send an envelope using a template in DocuSign. A simple way to ensure all your documentation is sent promptly and accurately, leaving you more time to focus on growing your business.
Boost your efficiency when you make a sale with this workflow. When a customer purchases a product in Kartra, it activates a process to send an envelope using a template in DocuSign. A simple way to ensure all your documentation is sent promptly and accurately, leaving you more time to focus on growing your business.
- When this happens...Customer Buys Product
Triggers when a customer buys product.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
- Free forever for core features
- 14 day trial for premium features & apps