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Docusign + Sendoso

Generate eGifts from Sendoso when new DocuSign envelopes are completed

Find yourself sending gifts after a prospect signs a contract? This integration is designed to automatically generate a new eGift link whenever an envelope is completed in Docusign. Automate your rewards process and save yourself time!

Find yourself sending gifts after a prospect signs a contract? This integration is designed to automatically generate a new eGift link whenever an envelope is completed in Docusign. Automate your rewards process and save yourself time!

  1. When this happens...
    DocusignDocusign
    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.

    TriggerScheduled
  2. automatically do this!
    SendosoSendoso
    Generate eGift Link

    Generate an eGift link using your Sendoso account.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It

    • DocumentRequired

    • Apply template ID?

    • Email Subject

    • Email Body

    Action
    Write

    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Sendoso triggers, actions, and search

    Send Status Updated

    Triggers when the status of a sent gift is updated.

    Trigger
    Scheduled
    Try It
  • Docusign triggers, actions, and search

    New Folder

    Triggers when a new folder is created.

    Trigger
    Scheduled
    Try It

    • Template ID

    • Email Subject

    • Email Body

    Action
    Write
  • Sendoso triggers, actions, and search

    New Send

    Triggers when a gift is sent through your Sendoso account.

    Trigger
    Scheduled
    Try It

    • Touch ID

    • eGift AmountRequired

    • Recipient Email

    Action
    Write
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About Docusign

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

  • Signatures

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sendoso logo
sendoso logo

About Sendoso

Sendoso is a sending platform that allows you to send anything to anyone programatically.
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Related categories