Docusign + Zoho Creator
Send envelopes using a template in DocuSign when new records are added in Zoho Creator
This workflow kicks into gear once a new record is added in your Zoho Creator app, triggering the process of sending an envelope using a template in your DocuSign app. It is an efficient solution for those who frequently need to send documents or contracts for verification or approval. This seamless process ensures that each new record in Zoho Creator is promptly followed up with a personalized envelope in DocuSign, saving you time and enhancing productivity.
This workflow kicks into gear once a new record is added in your Zoho Creator app, triggering the process of sending an envelope using a template in your DocuSign app. It is an efficient solution for those who frequently need to send documents or contracts for verification or approval. This seamless process ensures that each new record in Zoho Creator is promptly followed up with a personalized envelope in DocuSign, saving you time and enhancing productivity.
- When this happens...New Record
Triggers when a new record is added to a certain application and form.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
- Free forever for core features
- 14 day trial for premium features & apps
Application NameRequired
FormRequired
Try ItStatus
Add certificate of completion?
Download form data?
Try ItDocumentRequired
Apply template ID?
Email Subject
Email Body
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Application Name
Form Name
New Folder
Triggers when a new folder is created.
Try ItTemplate ID
Email Subject
Email Body
