Docusign + Service Fusion

Create calendar tasks in Service Fusion from updated envelopes in DocuSign

Stay on top of your tasks with this workflow. When an envelope status is updated in DocuSign, a corresponding task is immediately created in Service Fusion. This saves you time and keeps your schedule organized, allowing you to focus on completing your essential tasks instead of continuously checking status updates. Enjoy a streamlined way of managing your documents and tasks.

Stay on top of your tasks with this workflow. When an envelope status is updated in DocuSign, a corresponding task is immediately created in Service Fusion. This saves you time and keeps your schedule organized, allowing you to focus on completing your essential tasks instead of continuously checking status updates. Enjoy a streamlined way of managing your documents and tasks.

  1. When this happens...
    DocusignDocusign
    Envelope Status Updated

    Triggers when an envelope is sent, completed, signed, 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. Some data may be unavailable if you do not have full access to the envelope.

    TriggerPolling
  2. automatically do this!
    Service FusionService Fusion
    Create Calendar Task

    Creates a new Service Fusion calendar task.

    ActionWrite
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Supported triggers and actions

docusign logo
docusign logo

About Docusign

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

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  • Signatures

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service-fusion logo
service-fusion logo

About Service Fusion

Service Fusion is a field service management software for service contractors. With this application, you create new customers, retrieve job and estimate history, technician information and much more.

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