Docusign + kvCORE
Update kvCORE contacts when DocuSign envelopes are sent or completed
Keep your customer data up-to-date with this workflow. Once a document is sent or completed in DocuSign, this automation updates the corresponding contact information in kvCORE. It not only saves time but also eliminates manual data entry errors, ensuring you always have the most current information readily available.
Keep your customer data up-to-date with this workflow. Once a document is sent or completed in DocuSign, this automation updates the corresponding contact information in kvCORE. It not only saves time but also eliminates manual data entry errors, ensuring you always have the most current information readily available.
- 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!Update Contact
Updates a new contact within an account.
- Free forever for core features
- 14 day trial for premium features & apps
Status
Add certificate of completion?
Download form data?
Try ItDocumentRequired
Apply template ID?
Email Subject
Email Body
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Try It
New Folder
Triggers when a new folder is created.
Try ItTemplate ID
Email Subject
Email Body
Campaign Zap IDRequired
Try ItFirst Name
Lead Type
Last Name
Email
Cell Phone 1
Cell Phone 2
Lead Status
Form or Capture Method
Source
Secondary Source
Date Registered
Interested in City
Interested in Price
Interested in MLS#
Primary Address - Street
Primary Address - City
Primary Address - State/Province
Primary Address - Zip/Postal
Assign to Agent Email
Note
Assign to Agent ID
Tags (Multiple)
