Create records in Zoho Creator when envelope statuses are updated in DocuSign
Keep your documents processing smoothly with this automation that springs into action when a DocuSign envelope status is updated. It swiftly creates a new record in Zoho Creator, keeping your databases up-to-date without you having to manually input new information. It's a savvy solution for those seeking to streamline document management and improve data accuracy.
Keep your documents processing smoothly with this automation that springs into action when a DocuSign envelope status is updated. It swiftly creates a new record in Zoho Creator, keeping your databases up-to-date without you having to manually input new information. It's a savvy solution for those seeking to streamline document management and improve data accuracy.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, signed, voided, or declined. 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. Some data may be unavailable if you do not have full access to the envelope.
- automatically do this!Create Record
Create new record in a certain application and form.
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Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
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Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItWarning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
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Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItWarning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItWarning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItWarning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try It