DocuSign + TrackVia Integrations
How to connect DocuSign + TrackVia
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Envelope Sent or CompletedTriggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.Trigger- New FolderTriggers when a new folder is created.Trigger
- Create Signature RequestCreates a signature request.Action
Changed RecordTriggers when a record changes.Trigger- Add RecordTriggers when a new record is created, or if an existing record changes to meet the filter criteria in the view.Trigger
- Remove RecordTriggers when record is deleted, or if a record no longer meets the filter criteria for the view.Trigger
- Add Record to ViewAdd a record to a view which you specify.Action
How DocuSign + TrackVia Integrations Work
- Step 1: Authenticate DocuSign and TrackVia.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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About TrackVia
TrackVia is a low-code, mobile workflow management platform that can be quickly customized to digitize and streamline your enterprise operations, processes and data.
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