HighGear + Docusign
Create signature requests in DocuSign when new HighGear tasks enter web request nodes
Combine this template with "Update tasks in HighGear when a DocuSign documents are signed" and a HighGear workflow to integrate DocuSign into your HighGear process. You will need to update the steps with your HighGear instance to access custom fields. In particular, you should store the identifier returned from DocuSign in the HighGear task for the second half of this pair to find the task again.
Combine this template with "Update tasks in HighGear when a DocuSign documents are signed" and a HighGear workflow to integrate DocuSign into your HighGear process. You will need to update the steps with your HighGear instance to access custom fields. In particular, you should store the identifier returned from DocuSign in the HighGear task for the second half of this pair to find the task again.
- When this happens...Task Enters WebRequest Node
Triggers when a task enters the subscribed webrequest node.
- automatically do this...Get Task
Get a Task by Id
- then do this...Create Signature Request
Creates a signature request.
- then do this!Update Task
Update a task with new values
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WorkflowRequired
NodeRequired
Try ItTask TypeRequired
Contact IdRequired
Contact ClassRequired
Contact TypeRequired
Fields to UpdateRequired
Contact ClassRequired
Contact TypeRequired
Contact ClassRequired
Contact TypeRequired
Task IdRequired
Task FormRequired
FieldRequired
Task IdRequired
Task FormRequired
Field ListRequired
Contact ClassRequired
Contact TypeRequired
