How to connect DocuSign + Ontraport + Drip
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Do even more with DocuSign + Ontraport + Drip
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with DocuSign, Ontraport, and Drip. And don’t forget that you can add more apps and actions to create complex workflows.
- 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
- Ontraport
Triggers when a tag is successfully removed from a contact or custom object.
Instant
Trigger
- Ontraport
Creates or updates a contact in Ontraport.
Scheduled
Action
- Drip
Triggers when a new tag is applied to a subscriber.
Instant
Trigger
- Drip
Triggers when an email to a subscriber bounces.
Instant
Trigger
- Drip
Triggers when a subscriber clicks an email.
Instant
Trigger
- Drip
Triggers when a subscriber clicks a trigger link.
Instant
Trigger
- Drip
Triggers when a subscriber issues a spam complaint about an email.
Instant
Trigger
- Drip
Triggers when a subscriber completes a campaign.
Instant
Trigger
- Drip
Triggers when a new subscriber record is created.
Instant
Trigger
- Drip
Triggers when a subscriber performs a custom event.
Instant
Trigger
- Drip
Triggers when a subscriber opens an email.
Instant
Trigger
- Drip
Triggers when a tag is removed from a subscriber.
Instant
Trigger
- Drip
Triggers when a subscriber is removed from a campaign.
Instant
Trigger
- Drip
Triggers when a subscriber is added to a campaign.
Instant
Trigger
- Drip
Triggers when a subscriber unsubscribes from all mailings.
Instant
Trigger
- Drip
Triggers when a subscriber unsubscribes from a campaign.
Instant
Trigger
- Drip
Triggers when a subscriber custom field is updated.
Instant
Trigger
- Drip
Triggers when a subscriber visits a page that is bound to an automation rule trigger.
Instant
Trigger
- Drip
Adds a tag to a subscriber.
Scheduled
Action
- Drip
Creates an event for a subscriber (e.g. "Signed up for a trial").
Scheduled
Action
- Drip
Removes a tag from a subscriber.
Scheduled
Action
- Drip
Subscribes someone to a campaign.
Scheduled
Action
- Drip
Unsubscribes someone from one (or all) of their campaigns.
Scheduled
Action
- Drip
Creates a new subscriber or update an existing one.
Scheduled
Action
Connect your apps and automate workflows
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How DocuSign + Ontraport + Drip Integrations Work
- Step 1: Authenticate DocuSign, Ontraport, and Drip.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.
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