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iFOLIO Cloud + DocuSign Integrations

How to connect iFOLIO Cloud + DocuSign

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Supported triggers and actions

What does this mean?
  • iFOLIO Cloud triggers, actions, and search
    Send Digital Business Card
    Send the digital business card for a user. iFOLIO name must contain 'Digital Business Card' or 'Digital Biz Card'.
    Action
    Write
  • iFOLIO Cloud triggers, actions, and search
    Send an iFOLIO
    Send one of the iFOLIOs connected to a user. Able to send by email, MMS, or both
    Action
    Write
  • iFOLIO Cloud triggers, actions, and search
    Find a Published iFOLIO
    Finds a published iFOLIO by name & connected to a specific user
    Action
    Search
  • iFOLIO Cloud triggers, actions, and search
    Search for iFOLIO User Id
    Search by email address to retrieve an iFOLIO User Id
    Action
    Search
  • DocuSign triggers, actions, and search
    Envelope Sent or Completed
    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.
    Trigger
    Scheduled
  • DocuSign triggers, actions, and search
    New Folder
    Triggers when a new folder is created.
    Trigger
    Scheduled
  • DocuSign triggers, actions, and search
    Create Signature Request
    Creates a signature request.
    Action
    Write

How iFOLIO Cloud + DocuSign Integrations Work

  1. Step 1: Authenticate iFOLIO Cloud and DocuSign.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
ifolio-cloud logo
ifolio-cloud logo

About iFOLIO Cloud

iFOLIO is the all-in-one integrated marketing platform to grow your business and enhance digital presence. Make work easier!

Related categories

  • Communication
  • Marketing
docusign logo
docusign logo

About DocuSign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Related categories

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