Docusign + Redtail CRM
Create activities in Redtail CRM when envelope status updates in DocuSign
Streamline your document management and customer relations activities with this efficient workflow. When a status update occurs in DocuSign, a corresponding activity is created in Redtail CRM. This ensures that every critical document change is logged into your CRM instantly, keeping your customer communications accurate and up-to-date. Replace manual updates with this real-time automation and maintain a seamless record of document transactions across your platforms.
Streamline your document management and customer relations activities with this efficient workflow. When a status update occurs in DocuSign, a corresponding activity is created in Redtail CRM. This ensures that every critical document change is logged into your CRM instantly, keeping your customer communications accurate and up-to-date. Replace manual updates with this real-time automation and maintain a seamless record of document transactions across your platforms.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, 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. Zapier will only fetch data and documents for envelope types that have been selected.
- automatically do this!Create Activity
Creates a new activity in your database.
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