Docusign + MarketBox

Send Docusign envelopes using templates for each new MarketBox order created

Stay on top of your business process with this efficient workflow. When a new order is created in MarketBox, it will trigger the creation and sending of an envelope using a template from Docusign. This not only saves you time but also ensures each order is documented and processed consistently, improving overall customer service. Streamline your order processing and documentation with this MarketBox to Docusign automation.

Stay on top of your business process with this efficient workflow. When a new order is created in MarketBox, it will trigger the creation and sending of an envelope using a template from Docusign. This not only saves you time but also ensures each order is documented and processed consistently, improving overall customer service. Streamline your order processing and documentation with this MarketBox to Docusign automation.

  1. When this happens...
    MarketBoxMarketBox
    New Order Created

    Triggers when a new order is created.

    TriggerInstant
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    ActionWrite
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Supported triggers and actions

  • Docusign triggers, actions, and search

    Click Agreed

    Triggers when a recipient accepted a clickwrap agreement.

    Trigger
    Instant
    Try It
    • Events to MonitorRequired

    Trigger
    Instant
    Try It
    • Warning Text

    • Add certificate of completion

    • Include documents

    • Include recipients

    • Include custom fields

    • Include form data

    Trigger
    Instant
    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.
Learn more

Related categories

  • Signatures

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marketbox logo
marketbox logo

About MarketBox

MarketBox is appointment scheduling software specifically designed for businesses offering in-home and mobile services.

Related categories

  • Scheduling & Booking