Docusign + Payfunnels

Send DocuSign envelopes using a template when new payments are successful in Payfunnels

Effortlessly manage your financial documentation with this workflow. When a successful payment is recorded in Payfunnels, it immediately initiates the 'Send Envelope Using Template' feature in DocuSign. This process streamlines your financial operations, ensuring your documentation is always up-to-date and organized, saving you time and efforts.

Effortlessly manage your financial documentation with this workflow. When a successful payment is recorded in Payfunnels, it immediately initiates the 'Send Envelope Using Template' feature in DocuSign. This process streamlines your financial operations, ensuring your documentation is always up-to-date and organized, saving you time and efforts.

  1. When this happens...
    PayfunnelsPayfunnels
    Payment Successful

    Triggers when a payment succeeded.

    TriggerInstant
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    ActionWrite
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Supported triggers and actions

    • IdRequired

    • Cancellation OptionRequired

    • Cancel Date

    Action
    Write
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About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Related categories

  • Signatures

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payfunnels logo
payfunnels logo

About Payfunnels

Payfunnels is a payment processing platform accepting recurring and one-time online payments, and even setting up payment plans to expire after a certain number of payments.
Learn more

Related categories

  • Payment Processing