How to connect Formsite + Textlocal + DocuSign
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Do even more with Formsite + Textlocal + DocuSign
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 Formsite, Textlocal, and DocuSign. And don’t forget that you can add more apps and actions to create complex workflows.
Which form should we watch for new results?
Pick a group to check for new contacts.
Pick the group ID of the group the contact will be added to.
Pick the number of the contact to be added to the group.
Pick the information to be entered in the First Name Field in Textlocal (Max 50 Characters).
Pick the information to be entered in the Last Name Field in Textlocal (Max 50 Characters).
Pick the information to be entered in the Custom 1 Field in Textlocal (Max 50 Characters).
Pick the information to be entered in the Custom 2 Field in Textlocal (Max 50 Characters).
Pick the information to be entered in the Custom 3 Field in Textlocal (Max 160 Characters).
Triggers on both sent and completed envelopes if no option selected.
Download form data?
Should this trigger pull in form data? To work, the Sending Setting "Allow sender to download form data" must be enabled for the account in Docusign here
New Sent API Message
Triggers when a message is sent via Textlocal's API.Try ItTriggerScheduled
Pick the Sender Name of the message to be sent.
Pick the number that the message will be sent to.
Pick the Message Body of the message to be sent.
You can set this flag so that any send you do, checks your Textlocal optout list at the point of send. By default, this is turned off.
Triggers when a new folder is created.Try ItTriggerScheduled
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How Formsite + Textlocal + DocuSign Integrations Work
- Step 1: Authenticate Formsite, Textlocal, 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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