Docusign + Process Street
Send envelopes using a template in DocuSign when new tasks are checked in Process Street
When a new task gets checked in Process Street, this workflow swiftly sends an envelope using your chosen template in DocuSign. It saves you time usually spent on manually transferring data and managing your documents. Seamlessly connect your project management and digital signature processes for utmost efficiency and minimal effort.
When a new task gets checked in Process Street, this workflow swiftly sends an envelope using your chosen template in DocuSign. It saves you time usually spent on manually transferring data and managing your documents. Seamlessly connect your project management and digital signature processes for utmost efficiency and minimal effort.
- When this happens...New Task Checked
Triggers when a task is checked off in a workflow.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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