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DocuSign + Magentrix

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

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

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

  1. When this happens...
    DocuSignDocuSign
    Envelope Sent or Completed

    Triggers when an envelope is sent or completed. 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.

    TriggerScheduled
  2. automatically do this...
    MagentrixMagentrix
    Find Entity Record

    Searchess for an entity record.

    ActionSearch
  3. then do this!
    MagentrixMagentrix
    Update Entity Record

    Updates a record of your chosen Entity Type.

    ActionWrite
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Supported triggers and actions

What does this mean?
docusign logo
docusign logo

About DocuSign

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

Related categories

  • Signatures

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magentrix logo
magentrix logo

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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