Docusign + Shape
Create Shape Software records for new DocuSign folders
This integration automatically creates a record in Shape Software whenever a new folder is created in DocuSign. Track your customers after you send them DocuSign docs, with no added clicks or keystrokes.
This integration automatically creates a record in Shape Software whenever a new folder is created in DocuSign. Track your customers after you send them DocuSign docs, with no added clicks or keystrokes.
- When this happens...New Folder
Triggers when a new folder is created.
- automatically do this!Create Record
Create a new record within the CRM
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Status
Add certificate of completion?
Download form data?
Try ItDocumentRequired
Apply template ID?
Email Subject
Email Body
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Record IDRequired
First Name
Last Name
Phone Number
Email Address
New Folder
Triggers when a new folder is created.
Try ItTemplate ID
Email Subject
Email Body
First NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
Record IDRequired
Status NameRequired
About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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SignaturesAbout Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
