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Docusign + Tally integrations
Create Docusign signature requests for new Tally submissions
Streamline your document approval process with this seamless integration. When new submissions come in through Tally, this workflow swiftly initiates a signature request in Docusign. Save time, eliminate manual operations, and speed up the document signing process, enhancing your efficiency and productivity.
- When this happens...New SubmissionTriggers when a new form submission is received.
- automatically do this!Create Draft Signature RequestCreates a draft signature request.
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More things you can do with Tally and Docusign
Discover other triggers and actions you can use with Tally and Docusign
- Select a formRequired
Try ItTriggerInstant- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerInstant - Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
- Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerInstant - Events to MonitorRequired
Try ItTriggerInstant- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
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