Update OfficeRnD members when envelope statuses are updated in DocuSign
Keep your member records in OfficeRnD up to date with changes in envelope status from DocuSign, using this efficient workflow. As soon as there's an envelope status update in DocuSign, it reflects in your OfficeRnD member records, ensuring you stay current without any unnecessary manual efforts. Experience ease and efficiency in managing your document transactions and member activities.
Keep your member records in OfficeRnD up to date with changes in envelope status from DocuSign, using this efficient workflow. As soon as there's an envelope status update in DocuSign, it reflects in your OfficeRnD member records, ensuring you stay current without any unnecessary manual efforts. Experience ease and efficiency in managing your document transactions and member activities.
- 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 Member
Triggers when a new member is added or when a member's status is changed.
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