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.
- 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...Find Entity Record
Searchess for an entity record.
- then do this!Update Entity Record
Updates a record of your chosen Entity Type.
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About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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SignaturesAbout 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.
