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Docusign + Makesbridge

Create signature requests in DocuSign for new contacts exported from Makesbridge workflows

This Zapier template allows you to automatically create signature requests in DocuSign for online documents when new contacts are exported from Makesbridge workflows based on disposition. It's very useful to setup an automated document signing process based on your business needs that saves you time and money.

This Zapier template allows you to automatically create signature requests in DocuSign for online documents when new contacts are exported from Makesbridge workflows based on disposition. It's very useful to setup an automated document signing process based on your business needs that saves you time and money.

  1. When this happens...
    MakesbridgeMakesbridge
    New Exported Contact From Workflow

    Triggers when a contact opens, clicks, or visits your website through a workflow. You may also select custom export triggers from your Makesbridge account.

    TriggerInstant
  2. automatically do this!
    DocusignDocusign
    Create Signature Request

    Creates a signature request.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Export EventRequired

    Trigger
    Instant
    Try It
    • List

    • Enter Tag label or insert Value from field

    Action
    Write
    • EmailRequired

    • Select WorkflowRequired

    • Select ActionRequired

    • Enter Tag label or insert Value from field

    Action
    Write
    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It
    • Export EventRequired

    • Workflow Option Zaps

    Trigger
    Instant
    Try It
    • EmailRequired

    • Select WorkflowRequired

    • Select Action

    • Enter Tag label or insert Value from field

    Action
    Write
    • EmailRequired

    Action
    Write
  • Docusign triggers, actions, and search

    New Folder

    Triggers when a new folder is created.

    Trigger
    Scheduled
    Try It
docusign logo
docusign logo

About Docusign

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

  • Signatures

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makesbridge logo
makesbridge logo

About Makesbridge

Makesbridge is a sales and marketing automation tool that grows contact lists, nurtures prospects, sends mass emails, and generates sales.

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