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Docusign + SysAid

Docusign + SysAid

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.

  1. When this happens...
    New Service Record
    New Service Record
    New Service RecordTriggers when a new service record is created in SysAid.
  2. automatically do this!
    Send Envelope Using Template
    Send Envelope Using Template
    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 Name
      Required
    • 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
    Trigger
    Instant
    Try It
    • User Defined Name
      Required
    • Service Record Type
      Required
    • Request user
    • Title
      Required
    • Description
      Required
    • 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
    Action
    Write
  • Docusign triggers, actions, and search
    Click Agreed

    Triggers when a recipient accepted a clickwrap agreement.

    Trigger
    Instant
    Try It
    • Events to Monitor
      Required
    Trigger
    Instant
    Try It
    • User Defined Name
      Required
    • 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
    Trigger
    Instant
    Try It
    • User Defined Name
      Required
    • # (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
    Action
    Write
  • 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
About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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sysaid logo
About SysAid
SysAid is a service automation company delivering software for organizations that want to get more done.
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