Docusign + Kayako
Start new email conversations in Kayako when envelope statuses are updated in DocuSign
This workflow starts when a docuSign envelope's status is updated. It then creates a conversation via email in Kayako. This automation streamlines the process, allowing you to keep track of document changes without manually monitoring them, improving communication and response time in your team.
This workflow starts when a docuSign envelope's status is updated. It then creates a conversation via email in Kayako. This automation streamlines the process, allowing you to keep track of document changes without manually monitoring them, improving communication and response time in your team.
- 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 Conversation via Email
Creates a conversation with the first post as a email.
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