Create signature requests in DocuSign for new contacts in Zoho Campaigns
Effortlessly streamline your onboarding process with this Zoho Campaigns and DocuSign integration. When a new contact is added in Zoho Campaigns, this workflow will automatically send them a signature request using DocuSign. Stay organized and save time, ensuring all essential documents are signed without any manual intervention.
Effortlessly streamline your onboarding process with this Zoho Campaigns and DocuSign integration. When a new contact is added in Zoho Campaigns, this workflow will automatically send them a signature request using DocuSign. Stay organized and save time, ensuring all essential documents are signed without any manual intervention.
- When this happens...New Contact
Triggers when a new contact is added to a mailing list.
- automatically do this!Send Envelope Using Document
Sends a envelope signature request using a document.
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Select Mailing ListRequired
Try ItSelect Mailing ListRequired
Try ItTopic
Campaign NameRequired
SubjectRequired
Sender AddressRequired
Select Mailing List
Sender Name
CampaignRequired
Action
Select Mailing ListRequired
Try ItSelect a Campaign to CloneRequired
New Campaign NameRequired
Select Mailing ListRequired
Contact Email AddressRequired
Associate contacts with topics
Lawful basis
Select Mailing ListRequired
Contact Email AddressRequired
Move to Do-Not-Mail