Docusign + OnceHub
Send DocuSign envelopes using templates when new OnceHub bookings are scheduled
Schedule bookings in OnceHub and let the system handle the paperwork for you. When a new booking is scheduled, this workflow will use DocuSign to send an envelope using a predefined template. Save time and eliminate the need for manual entry, making your booking process smoother and more efficient.
Schedule bookings in OnceHub and let the system handle the paperwork for you. When a new booking is scheduled, this workflow will use DocuSign to send an envelope using a predefined template. Save time and eliminate the need for manual entry, making your booking process smoother and more efficient.
- When this happens...Booking Scheduled
Triggers when a new booking is scheduled.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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Contact Captured
Triggers when a contact is captured
Try ItContact Updated
Triggers when a captured contact is updated
Try ItConversation Abandoned
Triggers when a chatbot conversation is abandoned by a website visitor.
Try ItConversation Started
Triggers when a website visitor starts interacting with your chatbot.
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Contact Lifecycle Event
Triggers when a contact is captured or updated
Try ItConversation Lifecycle Event
Triggers when the status of a conversation is changed to “Reached-out”, “Started”, “Closed”, or “Abandoned”.
Try ItConversation Closed
Triggers when a chatbot conversation reaches its end, or when a website visitor engages with a new chatbot.
Try ItBooking Lifecycle Event
Triggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.
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