Send envelopes using a template in DocuSign whenever new fundraisers are created in Pledge It for Charities
Kickstart your fundraising initiatives effectively with this seamless workflow between Pledge It for Charities and DocuSign. Whenever a new fundraiser is created on Pledge It for Charities, an envelope using a pre-selected template is automatically dispatched in DocuSign. This automation not only streamlines your process but also ensures all your fundraising partakers receive important documents promptly and without fail. This smooth merging of tasks saves valuable time you can dedicate towards enhancing your charity work.
Kickstart your fundraising initiatives effectively with this seamless workflow between Pledge It for Charities and DocuSign. Whenever a new fundraiser is created on Pledge It for Charities, an envelope using a pre-selected template is automatically dispatched in DocuSign. This automation not only streamlines your process but also ensures all your fundraising partakers receive important documents promptly and without fail. This smooth merging of tasks saves valuable time you can dedicate towards enhancing your charity work.
- When this happens...New Fundraiser
Triggers when a new fundraiser is added to the campaign.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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