Docusign + Stan

Locate templates in Docusign when new customers are added in Stan

When a new customer signs up on Stan, this intuitive workflow swiftly finds the relevant template in Docusign. Eliminate the need for manual selection of contract templates for each registration, accelerating your business processes while saving precious time. Embrace this efficient workflow to ensure fast and accurate documentation for every new Stan customer.

When a new customer signs up on Stan, this intuitive workflow swiftly finds the relevant template in Docusign. Eliminate the need for manual selection of contract templates for each registration, accelerating your business processes while saving precious time. Embrace this efficient workflow to ensure fast and accurate documentation for every new Stan customer.

  1. When this happens...
    StanStan
    New Customer

    Triggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.

    TriggerPolling
  2. automatically do this!
    DocusignDocusign
    Find Template

    Finds a template by name.

    ActionWrite
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Supported triggers and actions

  • Stan triggers, actions, and search

    Cancelled Membership

    Triggers when a customer's cancelled membership expires.

    Trigger
    Polling
    Try It
  • Stan triggers, actions, and search

    Pre-Cancellation Membership

    Triggers when a customer cancels their subscription, and before it expires at the end of the billing period.

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

    Click Declined

    Triggers when a recipient declined a clickwrap agreement.

    Trigger
    Instant
    Try It
    • Warning Text

    • Add certificate of completion

    • Include documents

    • Include recipients

    • Include custom fields

    • Include form data

    Trigger
    Instant
    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.

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  • Signatures

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stan-creator logo
stan-creator logo

About Stan

Designed for Creators to set up their Stan Automations
Learn more

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