Docusign + TrackVia
Add new TrackVia records and dispatch DocuSign envelopes using a template
Simplify your record-keeping with a seamless TrackVia and DocuSign integration. This workflow sends out a DocuSign envelope using a template whenever a new record is added in TrackVia. It not only helps in efficient document management but also reduces manual effort, ensuring your record updates are always paired with the necessary documents in DocuSign. Efficient, quick, and easy; perfect for businesses who prioritize streamlined operations.
Simplify your record-keeping with a seamless TrackVia and DocuSign integration. This workflow sends out a DocuSign envelope using a template whenever a new record is added in TrackVia. It not only helps in efficient document management but also reduces manual effort, ensuring your record updates are always paired with the necessary documents in DocuSign. Efficient, quick, and easy; perfect for businesses who prioritize streamlined operations.
- When this happens...Add Record
Triggers when a new record is created, or if an existing record changes to meet the filter criteria in the view.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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