How to connect DocuSign + Ontraport
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- Envelope Sent or CompletedTriggers when an envelope is sent or completed. 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.Trigger
- New FolderTriggers when a new folder is created.Trigger
- Create Signature RequestCreates a signature request.Action
- New ContactTriggers when a new contact is added to Ontraport.Trigger
- New Form SubmissionTriggers when a contact successfully fills out an Ontraport or ONTRAPages Form.Trigger
- Product Purchasedpurchase object whenever specified product is purchasedTrigger
- Tag AddedTriggers when a tag is successfully added to a contact or a custom object.Trigger
- Transaction Created With Productinvoice object whenever specified product is purchasedTrigger
Triggers when a tag is successfully removed from a contact or custom object.
Creates or updates a contact in Ontraport.
- Step 1: Authenticate DocuSign and Ontraport.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.