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Docusign + Moxo

Update and send files in Moxo when envelope status updates in DocuSign

Streamline your document management process with this simple solution. Once the envelope status updates in DocuSign, Moxo instantly mirrors the change. This enables quicker document handling, thus enhancing your efficiency. Benefit from effortless, well-coordinated document updates with minimized manual intervention.

Streamline your document management process with this simple solution. Once the envelope status updates in DocuSign, Moxo instantly mirrors the change. This enables quicker document handling, thus enhancing your efficiency. Benefit from effortless, well-coordinated document updates with minimized manual intervention.

  1. When this happens...
    DocusignDocusign
    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.

    TriggerScheduled
  2. automatically do this!
    MoxoMoxo
    Send File

    Sends a file to a conversation.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It
    • DocumentRequired

    • Apply template ID?

    • Email Subject

    • Email Body

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Reference ID

    • Pre-configured Payload Info

    Trigger
    Instant
    Try It
    • Template ID

    • Email Subject

    • Email Body

    Action
    Write
  • Moxo triggers, actions, and search

    Flow Button Clicked

    Trigger when a button is clicked in an Approval/Acknowledgement/File Request/To-Do flow step.

    Trigger
    Instant
    Try It
    • Trigger Identifier

    Trigger
    Instant
    Try It
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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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About Moxo

Moxo is a OneStop Client Interaction Hub.

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