Docusign + Streamtime

Create signature requests in DocuSign for new quotes sent in Streamtime

Easily streamline your sales and contract processes with this efficient workflow connecting Streamtime and DocuSign. When a quote is sent in Streamtime, a signature request will be created in DocuSign, minimizing manual tasks and ensuring a seamless experience for your clients. Save time and focus on growing your business with this smart automation.

When this happens...
Quote Sent
Triggers when a Quote is sent to a client.
TriggerInstant
automatically do this!
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?

Company Updated
Triggers when a Company is modified.
Trigger
Instant
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Contact Updated
Triggers when a Contact is updated.
Trigger
Instant
Try It
Invoice Sent
Triggers when an Invoice is sent to a client.
Trigger
Instant
Try It
Job Created
Triggers when a Job is created.
Trigger
Instant
Try It
- Activity Type
- User
- Company
- Job Name
Trigger
Instant
Try It

- Label Type
- Label Name
Trigger
Instant
Try It
Quote Approved
Triggers when a Quote gets approved.
Trigger
Instant
Try It

- NameRequired
- Phone 1
- Phone 2
- Website Address
- Notes
- Postal Address Line 1
- Postal Address Line 2
- Postal Address Line 3
- Postal Address City
- Postal Address Post Code
- Postal Address Country
- Postal Address Region
- Physical Address Line 1
- Physical Address Line 2
- Physical Address Line 3
- Physical Address City
- Physical Address Region
- Physical Address Country
- Physical Address Post Code
Action
Write
- Job NameRequired
- Job Number
- Company NameRequired
- Budget
Action
Write
- Job IDRequired
- Expense NameRequired
- Description
- Reference
- Company
- Date
- Pricing MethodRequired
- StatusRequired
- Currency Code
- QuantityRequired
- Cost Rate
- Sell Rate
- Markup
- Total (ex tax)
Action
Write
- NotesRequired
- Date
- Duration (minutes)
- StatusRequired
Action
Write
- Label TypeRequired
- IDRequired
- NameRequired
Action
Write
- Priority Board IDRequired
- ColumnRequired
- Card TypeRequired
- ID
- Notes
Action
Write
- Branch Name
Action
Search
- Company Name
Action
Search
- Invoice Number
- Invoice Name
Action
Search
- Expense Name
- Company Name
Action
Search
- First Name
- Last Name
- Email
Action
Search
New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Try It
- Template ID
- Email Subject
- Email Body
Action
Write

Company Created
Triggers when a Company is created
Trigger
Instant
Try It
Contact Created
Triggers when a Contact is created
Trigger
Instant
Try It
- User
Trigger
Instant
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Job Deleted
Triggers when a Job is deleted.
Trigger
Instant
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- Mentioned User
Trigger
Instant
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- Label Type
- Label Name
Trigger
Instant
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Quote Sent
Triggers when a Quote is sent to a client.
Trigger
Instant
Try It
- CompanyRequired
- First NameRequired
- Last Name
- Email
- Phone Number
- Position
Action
Write
- Job IDRequired
- Post TitleRequired
- MessageRequired
Action
Write
- Board NameRequired
Action
Write
- Job IDRequired
- MessageRequired
Action
Write
- User
- Notes
- Date
- Duration (minutes)
- StatusRequired
- Job IDRequired
- Item Name
Action
Write
- Job IDRequired
- Company NameRequired
- New Job NameRequired
- New Job Number
- Start Date
- How would you like to affect the rates on your existing items and expenses?Required
Action
Write
- Priority Board NameRequired
Action
Search
- Company Name
- First Name
- Last Name
- Email
Action
Search
- Job Number
- Job Name
Action
Search
- Quote Name
- Quote Number
Action
Search
- 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

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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About Streamtime

Intuitive project management, time tracking with auto-populated to-do lists, deep analytics, team scheduling and much more.

Learn more Help

Related categories

Project Management

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PRODUCTS

CAPABILITIES

By team

Docusign + Streamtime

Create signature requests in DocuSign for new quotes sent in Streamtime

Company Updated

Contact Updated

Invoice Sent

Job Created

Job Activity

Activity Type

User

Company

Job Name

Label Added

Label Type

Label Name

Quote Approved

Create Company

Phone 1

Phone 2

Website Address

Notes

Postal Address Line 1

Postal Address Line 2

Postal Address Line 3

Postal Address City

Postal Address Post Code

Postal Address Country

Postal Address Region

Physical Address Line 1

Physical Address Line 2

Physical Address Line 3

Physical Address City

Physical Address Region

Physical Address Country

Physical Address Post Code

Create Job

Job NameRequired

Job Number

Company NameRequired

Budget

Create Expense

Job IDRequired

Expense NameRequired

Description

Reference

Company

Date

Pricing MethodRequired

StatusRequired

Currency Code

QuantityRequired

Cost Rate

Sell Rate

Markup

Total (ex tax)

Create Personal ToDo

NotesRequired

Date

Duration (minutes)

StatusRequired

Add Label

Label TypeRequired

IDRequired

NameRequired

Create Priority Board Card

Priority Board IDRequired

ColumnRequired

Card TypeRequired

ID

Notes

Find Branch

Branch Name

Find Company

Company Name

Find Invoice

Invoice Number

Invoice Name

Find Expense