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.
- When this happens...New Order Created
Triggers when a new order is created.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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New Client Account Created
Triggers when a new client account is created, whether through the booking page signup process or manually invited by you.
Try ItNew Waitlist Form Submission
Triggers when a new waitlist form is submitted.
Try ItClick Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItEnvelope Completed
Triggers when an envelope is completed.
Try It
