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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!

  1. When this happens...
    ScoroScoro
    New or Updated Quote

    Triggers when an quote is created or modified.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this...
    ScoroScoro
    Find Person

    Find person by full name or email.

    ActionSearch
  4. then do this!
    DocuSignDocuSign
    Create Signature Request

    Creates a signature request.

    ActionWrite
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Supported triggers and actions

What does this mean?
docusign logo
docusign logo

About DocuSign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Related categories

  • Signatures

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scoro logo
scoro logo

About Scoro

Scoro is a comprehensive work management software – an all-in-one solution to track your time, manage projects and bill for your work
Learn more

Related categories

filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories

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