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Docusign + VanillaSoft

Docusign + VanillaSoft

Docusign + VanillaSoft integrations

Send envelopes using templates in Docusign when new contacts result in VanillaSoft

Automate your document signing process with this workflow. When a contact is recorded within VanillaSoft, it initiates the process of sending an envelope using a template in Docusign. This streamlines the process, saving you time and ensuring your documents are sent out promptly. Experience the convenience of automatic document handling and smooth business operations.

  1. When this happens...
    Result a Contact
    Result a Contact
    Result a ContactTriggers when a Contact in VanillaSoft is resulted.
  2. automatically do this!
    Send Envelope Using Template
    Send Envelope Using Template
    Send Envelope Using TemplateSends a envelope signature request using a template.
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More things you can do with VanillaSoft and Docusign

Discover other triggers and actions you can use with VanillaSoft and Docusign

    • VanillaSoft Zap Name
      Required
    • Description
    • VanillaSoft Project Name
      Required
    • Select VanillaSoft Result Codes to associate with this Trigger
    • Email on Error
      Required
    • Send Data Email on Last Error
    • Email last error data to
    Trigger
    Instant
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  • Docusign triggers, actions, and search
    Click Agreed

    Triggers when a recipient accepted a clickwrap agreement.

    Trigger
    Instant
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    • Events to Monitor
      Required
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • VanillaSoft Zap Name
      Required
    • Description
      Required
    • VanillaSoft Project Name
      Required
    • Email on Success
    • Email on Error
      Required
    • Create New Contacts
      Required
    • Flag New Contacts
      Required
    • Route New Contacts as a First Priority
      Required
    • Delay Routing of New Contacts
    • Create Duplicates For Contacts That Share The Same Phone Number
      Required
    • Flag Duplicates
      Required
    • Error response for duplicate contact
    • Update existing contacts
      Required
    • Update Key Field
      Required
    • Route Updated as a First Priority
      Required
    • Reopen and flag updated contacts (Recommended)
      Required
    Action
    Write
  • Docusign triggers, actions, and search
    Click Declined

    Triggers when a recipient declined a clickwrap agreement.

    Trigger
    Instant
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    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
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About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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About VanillaSoft
VanillaSoft is a CRM app that combines the best of CRM, Lead Management and Telemarketing applications into one of the most capable phone sales environments.
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