Docusign + Optix
Send envelopes using a template in Docusign for new plan subscriptions in Optix
Enhance your subscription processes in the Optix app with this seamless workflow that sends out an envelope using a template from Docusign when there's a new plan subscription. This optimizes your administrative tasks, saving you time that would be spent manually transferring information and creating documents for new Optix subscribers. It paves the way for an efficient and error-free system to manage your new plan subscriptions.
Enhance your subscription processes in the Optix app with this seamless workflow that sends out an envelope using a template from Docusign when there's a new plan subscription. This optimizes your administrative tasks, saving you time that would be spent manually transferring information and creating documents for new Optix subscribers. It paves the way for an efficient and error-free system to manage your new plan subscriptions.
- When this happens...New Plan Subscription
Triggers when a user or team is subscribed to a plan. And when a new user is added to an individual team plan.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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