Update Scoro quotes from newly signed DocuSign documents
Save precious time and reduce manual work by automating your sales document signing process. Whenever a new quote has been signed and approved by your client in Docusign, this Zapier template will look up the same quote in Scoro and update the status accordingly. Getting a quote approved and updated has never been easier!
Save precious time and reduce manual work by automating your sales document signing process. Whenever a new quote has been signed and approved by your client in Docusign, this Zapier template will look up the same quote in Scoro and update the status accordingly. Getting a quote approved and updated has never been easier!
- 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...Find Quote
Search for a quote by quote number.
- then do this!Create or Update Quote
Creates a new quote or updates an existing one.
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