Docusign + systeme.io
Send envelope templates with Docusign for new sales in systeme.io
Streamline your document signing process with this workflow. Whenever a new sale occurs in Systeme.io, it triggers the sending of an envelope using a template in Docusign. This automation simplifies the task of paperwork, ensuring your documents are ready for signatures right after a sale is completed. Improve your business's efficiency and take the manual work out of your document management.
Streamline your document signing process with this workflow. Whenever a new sale occurs in Systeme.io, it triggers the sending of an envelope using a template in Docusign. This automation simplifies the task of paperwork, ensuring your documents are ready for signatures right after a sale is completed. Improve your business's efficiency and take the manual work out of your document management.
- When this happens...New Sale
Triggers when a new sale is made.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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