How to connect DocuSign + Zendesk + Autopilot Journeys
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Do even more with DocuSign + Zendesk + Autopilot Journeys
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with DocuSign, Zendesk, and Autopilot Journeys. And don’t forget that you can add more apps and actions to create complex workflows.
- 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
- New GroupTriggers when a new group is created.Trigger
- New OrganizationTriggers when a new organization is added to Zendesk.Trigger
- Recent TicketTriggers when a new ticket is added (Zendesk may take an hour to make tickets available via their API with this trigger).Trigger
- New Action on TicketTriggers when there is activity (an audit) on a specific ticket. Can only watch one ticket per Zap.Trigger
- New TicketTriggers when a new ticket is added to a view.Trigger
- Zendesk
Triggers when a new user is created.
Scheduled
Trigger
- Zendesk
Triggers when a new view is created.
Scheduled
Trigger
- Zendesk
Create a new organization.
Scheduled
Action
- Zendesk
Create a new ticket.
Scheduled
Action
- Zendesk
Attach a file to an existing ticket.
Scheduled
Action
- Zendesk
Add a comment to an existing ticket.
Scheduled
Action
- Zendesk
Add one or more tags to an existing ticket.
Scheduled
Action
- Zendesk
Update an existing organization.
Scheduled
Action
- Zendesk
Update an existing ticket status or add comments.
Scheduled
Action
- Zendesk
Update an existing user.
Scheduled
Action
- Zendesk
Create a new user.
Scheduled
Action
- Zendesk
Finds an existing agent.
Scheduled
Action
- Zendesk
Finds an existing group.
Scheduled
Action
- Zendesk
Finds an existing organization.
Scheduled
Action
- Zendesk
Finds an existing ticket.
Scheduled
Action
- Zendesk
Finds an existing user.
Scheduled
Action
- Zendesk
Finds or creates a specific organization.
Scheduled
Action
- Zendesk
Finds or creates a specific ticket.
Scheduled
Action
- Zendesk
Finds or creates a specific user.
Scheduled
Action
- Autopilot Journeys
Triggers when a contact is newly added.
Instant
Trigger
- Autopilot Journeys
Triggers when a contact is newly added to list.
Instant
Trigger
- Autopilot Journeys
Triggers when a contact is removed from a list.
Instant
Trigger
- Autopilot Journeys
Triggers when a contact unsubscribes from Autopilot.
Instant
Trigger
- Autopilot Journeys
Adds a new contact and adds them to a list.
Scheduled
Action
- Autopilot Journeys
Adds a new contact.
Scheduled
Action
- Autopilot Journeys
Deletes an existing contact.
Scheduled
Action
- Autopilot Journeys
Unsubscribes contact from all emails.
Scheduled
Action
Connect your apps and automate workflows
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How DocuSign + Zendesk + Autopilot Journeys Integrations Work
- Step 1: Authenticate DocuSign, Zendesk, and Autopilot Journeys.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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