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Docusign + SignUpGenius

Send DocuSign envelopes using templates when new slots are filled in SignUpGenius

Save your time by automating the seamless transfer of information between SignUpGenius and DocuSign. With this workflow, as soon as a new slot is filled in SignUpGenius, an envelope is sent using a template in DocuSign. Streamline your event registration and document sending process, improving your efficiency while reducing manual work.

Save your time by automating the seamless transfer of information between SignUpGenius and DocuSign. With this workflow, as soon as a new slot is filled in SignUpGenius, an envelope is sent using a template in DocuSign. Streamline your event registration and document sending process, improving your efficiency while reducing manual work.

  1. When this happens...
    SignUpGeniusSignUpGenius
    New Slot Filled

    Triggers when a new slot filled on a specific sign up.

    TriggerScheduled
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Active Sign UpRequired

    Trigger
    Scheduled
    Try It

    • Active Sign UpRequired

    Trigger
    Scheduled
    Try It

    • GroupsRequired

    • Member IdRequired

    Action
    Write

    • GroupsRequired

    • Select Text to SearchRequired

    • EmailRequired

    • First Name

    • Last Name

    Action
    Search or write

    • GroupRequired

    Trigger
    Scheduled
    Try It

    • GroupsRequired

    • EmailRequired

    • First Name

    • Last Name

    Action
    Write

    • Select Group to SearchRequired

    • Select Text to SearchRequired

    Action
    Search

    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It
docusign logo
docusign logo

About Docusign

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

Related categories

  • Signatures

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signupgenius logo
signupgenius logo

About SignUpGenius

SignUpGenius is an organizational tool that takes away the hassle of coordinating groups so your organization can focus on its impact on your community.
Learn moreHelp

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