Docusign + Process Street
Create signature requests in DocuSign for newly checked tasks in Process Street
Streamline your document management process by connecting Process Street to DocuSign. With this workflow, whenever a new task is checked in Process Street, a signature request is immediately created in DocuSign. Save time and effort by automating this essential part of your document signing and approval process, ensuring all necessary signatures are collected swiftly and efficiently.
Streamline your document management process by connecting Process Street to DocuSign. With this workflow, whenever a new task is checked in Process Street, a signature request is immediately created in DocuSign. Save time and effort by automating this essential part of your document signing and approval process, ensuring all necessary signatures are collected swiftly and efficiently.
- When this happens...New Task Checked
Triggers when a task is checked off in a workflow.
- automatically do this!Send Envelope Using Document
Sends a envelope signature request using a document.
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