DocuSign + Magentrix

Find and update entity records in Magentrix for new envelopes sent or completed in DocuSign

  1. When this happens

    Step 1: Envelope Sent or Completed

  2. Then do this

    Step 2: Find Entity Record

  3. Then do this

    Step 3: Update Entity Record

Easily keep Magentrix users' information up to date. With this integration, completed DocuSign envelopes will automatically update users' profiles in Magentrix.

Supported triggers and actions

What does this mean?
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About DocuSign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn More

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About Magentrix

Magentrix provides advanced API connections to Salesforce CRM & Microsoft Dynamics which allow you to easily build custom, self-service webpages for customers or partners to access or change account or contact related data.

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