Send new WPForms entries as envelopes using templates in DocuSign
Automate your workflow from form submissions to document signing with this seamless integration. When a new entry is submitted through WPForms, this workflow will promptly send an envelope using a template in your DocuSign account. This setup not only expedites the document signing process, but also enhances your response time, eliminating manual work so you can focus on what truly matters in your business.
Automate your workflow from form submissions to document signing with this seamless integration. When a new entry is submitted through WPForms, this workflow will promptly send an envelope using a template in your DocuSign account. This setup not only expedites the document signing process, but also enhances your response time, eliminating manual work so you can focus on what truly matters in your business.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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FormRequired
Try ItStatus
Add certificate of completion?
Download form data?
Try ItBrand ID
Email Subject
Email Body
TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New Folder
Triggers when a new folder is created.
Try ItTemplate ID
Brand ID
Email Subject
Email Body
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body