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Update and create letters in PostGrid Print & Mail when envelope status is updated in DocuSign
With this workflow, when the status of an envelope updates in DocuSign, a corresponding letter is instantly created in the PostGrid Print & Mail app. It streamlines productivity by automating your document management process. Stay organized and ensure all your important documents are sent as physical mail swiftly and efficiently. This integration facilitates seamless communication and document transition, boosting your operational efficiency.
- When this happens...Envelope Status UpdatedTriggers when an envelope is sent, completed, signed, voided, or declined. 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. Some data may be unavailable if you do not have full access to the envelope.
- automatically do this!Create LetterCreates a Letter.
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More things you can do with Docusign and PostGrid Print & Mail
Discover other triggers and actions you can use with Docusign and PostGrid Print & Mail
- Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerInstant - Events to MonitorRequired
Try ItTriggerInstant- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerInstant - Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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