Docusign + Map My Customers
Add new signed DocuSign documents to people in Map My Customers
After someone signs a DocuSign document you sent them, you'll want to add that signed document to a person in Map My Customers. This Zapier automation does that by first looking up the email address of the person who signed it, and then attaching the document in the files section of Map My Customers. You'll never have to download and upload the same file twice.
After someone signs a DocuSign document you sent them, you'll want to add that signed document to a person in Map My Customers. This Zapier automation does that by first looking up the email address of the person who signed it, and then attaching the document in the files section of Map My Customers. You'll never have to download and upload the same file twice.
- 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 Person
Find a Person Record.
- then do this!Add File
Add file to a Company, Person, or Deal
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