Docusign + Tally
Send envelopes using a template in DocuSign for new submissions in Tally
Streamline your document-sending process with this efficient workflow. When a new submission is made in Tally, it prompts DocuSign to send an envelope using a predetermined template. This makes managing and processing documents less time-consuming, allowing you to focus on more critical tasks. Enjoy a more seamless documentation process with this automatic Tally to DocuSign connection.
Streamline your document-sending process with this efficient workflow. When a new submission is made in Tally, it prompts DocuSign to send an envelope using a predetermined template. This makes managing and processing documents less time-consuming, allowing you to focus on more critical tasks. Enjoy a more seamless documentation process with this automatic Tally to DocuSign connection.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
- Free forever for core features
- 14 day trial for premium features & apps
Select a formRequired
Try ItNew Folder
Triggers when a new folder is created.
Try ItTemplate ID
Email Subject
Email Body
Status
Add certificate of completion?
Download form data?
Try ItDocumentRequired
Apply template ID?
Email Subject
Email Body
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
