DocuSign + Scoro + Filter by Zapier
Send signature requests to DocuSign with new changes in Scoro quotes
Every time a quote created in Scoro is ready to be sent over to the client to sign, save time by doing it automatically. With this Zapier integration, as soon as a quote in Scoro is moved to a specific status, a signature request in DocuSign is created for all relevant parties. Getting a quote approved has never been easier!
Every time a quote created in Scoro is ready to be sent over to the client to sign, save time by doing it automatically. With this Zapier integration, as soon as a quote in Scoro is moved to a specific status, a signature request in DocuSign is created for all relevant parties. Getting a quote approved has never been easier!
- When this happens...
New or Updated QuoteTriggers when an quote is created or modified.
- automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
- then do this...Find Person
Find person by full name or email.
- then do this!
Create Signature RequestCreates a signature request.
New or Updated BillTriggers when a bill is created or modified.Trigger- New BillTriggers when a new bill is created.Trigger
- New or Updated Calendar EventTriggers when a calendar event is created or modified.Trigger
- New Calendar EventTriggers when a new calendar event is created.Trigger
- New or Updated CompanyTriggers when a company is created or modified.Trigger
- New CompanyTriggers when a new company is created.Trigger
- New or Updated Custom EntryTriggers when a Custom entry is created or modified.Trigger
- New or Updated ExpenseTriggers when an expense is created or modified.Trigger
- Scoro
Triggers when an invoice is created or modified.
Instant
Trigger
- Scoro
Triggers when a new invoice is created.
Instant
Trigger
- Scoro
Triggers when an order is created or modified.
Instant
Trigger
- Scoro
Triggers when a new order is created.
Instant
Trigger
- Scoro
Triggers when a person is created or modified.
Instant
Trigger
- Scoro
Triggers when a new person is created.
Instant
Trigger
- Scoro
Triggers when a project is created or modified.
Instant
Trigger
- Scoro
Triggers when a new project is created.
Instant
Trigger
- Scoro
Triggers when an purchase order is created or modified.
Instant
Trigger
- Scoro
Triggers when a new purchase order is created.
Instant
Trigger
- Scoro
Triggers when an quote is created or modified.
Instant
Trigger
- Scoro
Triggers when a new quote is created.
Instant
Trigger
- Scoro
Triggers when a task is created or modified.
Instant
Trigger
- Scoro
Triggers when a new task is created.
Instant
Trigger
- Scoro
Creates a new bill or updates an existing one.
Scheduled
Action
- Scoro
Creates a new calendar event.
Scheduled
Action
- Scoro
Creates a new company or updates an existing one.
Scheduled
Action
- Scoro
Creates a new custom entry or updates an existing one.
Scheduled
Action
- Scoro
Creates a new expense.
Scheduled
Action
- Scoro
Creates a new invoice or updates an existing one.
Scheduled
Action
- Scoro
Creates a new order or updates an existing one.
Scheduled
Action
- Scoro
Creates a new person or updates an existing one if e-mail address of the person match.
Scheduled
Action
- Scoro
Attach File to a Project.
Scheduled
Action
- Scoro
Adds a comment to a project.
Scheduled
Action
- Scoro
Creates a new project or updates an existing one.
Scheduled
Action
- Scoro
Creates a new purchase order or updates an existing one.
Scheduled
Action
- Scoro
Creates a new quote or updates an existing one.
Scheduled
Action
- Scoro
Creates a new receipt.
Scheduled
Action
- Scoro
Attach File to a Task.
Scheduled
Action
- Scoro
Adds a comment to a task.
Scheduled
Action
- Scoro
Creates a new task or updates an existing one.
Scheduled
Action
- Scoro
Marks an existing task as done.
Scheduled
Action
- Scoro
Updates a specific task under a project.
Scheduled
Action
- Scoro
Creates a time entry on an existing task.
Scheduled
Action
- Scoro
Search for a bill by bill number and issuer ID.
Scheduled
Action
- Scoro
Search for a company by name.
Scheduled
Action
- Scoro
Search for a custom entry by custom field value.
Scheduled
Action
- Scoro
Search for an invoice by invoice number.
Scheduled
Action
- Scoro
Search for a order by order number.
Scheduled
Action
- Scoro
Find person by full name or email.
Scheduled
Action
- Scoro
Search for a project by name or project number.
Scheduled
Action
- Scoro
Search for a purchase order by purchase order number.
Scheduled
Action
- Scoro
Search for a quote by quote number.
Scheduled
Action
- Scoro
Search for a task by custom field value.
Scheduled
Action
- Scoro
Search for a task by task name.
Scheduled
Action
- Scoro
Search for a User by email.
Scheduled
Action
- Filter by Zapier
Set up rules to specify when this Zap can continue running.
Scheduled
Action
- DocuSign
Triggers when an envelope is sent or completed. 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.
Scheduled
Trigger
- DocuSign
Triggers when a new folder is created.
Scheduled
Trigger
- DocuSign
Creates a signature request.
Scheduled
Action
About DocuSign
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About Filter by Zapier
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