Create contacts with notes in Maximizer when new envelops are sent or completed in DocuSign
With this seamless integration between Maximizer and DocuSign, you can now effortlessly create contacts in Maximizer, complete with detailed notes that can mention the contacts' origin, whenever new envelopes are sent or completed in DocuSign. Say goodbye to manual data entry and hello to increased productivity and efficiency in managing your customer relationships.
With this seamless integration between Maximizer and DocuSign, you can now effortlessly create contacts in Maximizer, complete with detailed notes that can mention the contacts' origin, whenever new envelopes are sent or completed in DocuSign. Say goodbye to manual data entry and hello to increased productivity and efficiency in managing your customer relationships.
- 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...Create Address Book Entry
Creates new company, individual or contact in your Address Book
- then do this!Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
- Free forever for core features
- 14 day trial for premium features & apps
Status
Add certificate of completion?
Download form data?
Try ItDocumentRequired
Apply template ID?
Email Subject
Email Body
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Entry typeRequired
CriteriaRequired
Select User Defined Fields (UDFs) to include
Try It
New Folder
Triggers when a new folder is created.
Try ItTemplate ID
Email Subject
Email Body
Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try ItDate Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Try It