Docusign + SysAid integrations
Send envelopes via Docusign for new service records in SysAid
With this Zap, you can automate sending a Docusign document for signature using a predefined template and populating the fields from a new SysAid ticket. This allows you to better collaborate with your business and comply with your internal controls by automating signature requests via Docusign directly from within SysAid.
- When this happens...New Service RecordTriggers when a new service record is created in SysAid.
- automatically do this!Send Envelope Using TemplateSends a envelope signature request using a template.
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More things you can do with SysAid and Docusign
Discover other triggers and actions you can use with SysAid and Docusign
- User Defined NameRequired
- Service Record Type
- Title
- Description
- Category
- Status
- Request user
- Assigned to
- Admin group
- Company
- Email Account
- Impact
- Location
- Main CI
- Priority
- Responsible Admin
- SR Custom Int 1
- SR Custom Int 2
- SR Custom List 1
- SR Custom List 2
- SR Custom Text 1
- SR Custom Text 2
- Sub Type
- Urgency
- Weight
Try ItTriggerInstant- User Defined NameRequired
- Service Record TypeRequired
- Request user
- TitleRequired
- DescriptionRequired
- Admin group
- Assigned to
- Classification
- Closure Information
- Followup Actual Date
- Followup Planned Date
- Followup Text
- Followup User
- Impact
- Location
- Main CI
- Priority
- Resolution
- Responsible Admin
- Solution
- SR Custom Date 1
- SR Custom Date 2
- SR Custom Int 1
- SR Custom Int 2
- SR Custom List 1
- SR Custom List 2
- SR Custom Text 1
- SR Custom Text 2
- Success Rating
- Urgency
- Weight
- Workaround
ActionWrite- Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerInstant - Events to MonitorRequired
Try ItTriggerInstant
- User Defined NameRequired
- Service Record Type
- Title
- Description
- Category
- Status
- Request user
- Assigned to
- Admin group
- Company
- Email Account
- Impact
- Location
- Main CI
- Priority
- Responsible Admin
- SR Custom Int 1
- SR Custom Int 2
- SR Custom List 1
- SR Custom List 2
- SR Custom Text 1
- SR Custom Text 2
- Sub Type
- Urgency
- Weight
Try ItTriggerInstant- User Defined NameRequired
- # (SR ID)Required
- Urgency
- Priority
- Impact
- Title
- Description
- Admin group
- Assigned to
- Classification
- Closure Information
- Followup Actual Date
- Followup Planned Date
- Followup Text
- Followup User
- Location
- Main CI
- Resolution
- Responsible Admin
- Solution
- SR Custom Date 1
- SR Custom Date 2
- SR Custom Int 1
- SR Custom Int 2
- SR Custom List 1
- SR Custom List 2
- SR Custom Text 1
- SR Custom Text 2
- Success Rating
- Weight
- Workaround
ActionWrite- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerInstant - Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
Related categories
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