How to connect DonorDock + DocuSign
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- New Badge Added to ContactTriggers when a new badge is added to a contact record.Trigger
- Gift Batch ClosedTriggered when a gift batch is closed in DonorDock.Trigger
- Contact Added to Marketing ListTriggers when a contact is added to a marketing list.Trigger
- New Activity CreatedTriggers when a new activity is created in DonorDock.Trigger
- New Appeal CreatedTriggers when a new appeal is created.Trigger
- New Campaign CreatedTriggers when a new campaign is created.Trigger
- New Contact CreatedTriggers when a new contact is added to DonorDock.Trigger
- New Fund CreatedTriggers when a new fund is created.Trigger
- DonorDock
Triggers when a new gift is created.
Scheduled
Trigger
- DonorDock
Adds a badge to a contact.
Scheduled
Action
- DonorDock
Creates a new activity.
Scheduled
Action
- DonorDock
Creates a new Appeal.
Scheduled
Action
- DonorDock
Creates a new campaign in DonorDock.
Scheduled
Action
- DonorDock
Creates a new Contact in DonorDock.
Scheduled
Action
- DonorDock
Creates a new fund in DonorDock.
Scheduled
Action
- DonorDock
Creates a new Gift in DonorDock.
Scheduled
Action
- DonorDock
Adds the contact to a specified marketing list.
Scheduled
Action
- DonorDock
Send a template-based email through the DonorDock email system.
Scheduled
Action
- DocuSign
Triggers 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.
Scheduled
Trigger
- DocuSign
Triggers when a new folder is created.
Scheduled
Trigger
- DocuSign
Creates a signature request.
Scheduled
Action
How DonorDock + DocuSign Integrations Work
- Step 1: Authenticate DonorDock and DocuSign.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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