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Quickly connect Docusign to Service Fusion with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Docusign with Service Fusion - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Click Agreed" from Docusign.
Add your action
An action happens after the trigger—such as "Create Calendar Task" in Service Fusion.
You’re connected!
Zapier seamlessly connects Docusign and Service Fusion, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerInstant - Events to MonitorRequired
Try ItTriggerInstant- Envelope Corrected
Triggers when an envelope is corrected.
Try ItTriggerInstant - Envelope Declined
Triggers when an envelope is declined.
Try ItTriggerInstant
- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerInstant - Envelope Completed
Triggers when an envelope is completed.
Try ItTriggerInstant - Envelope Created
Triggers when an envelope is created.
Try ItTriggerInstant - Envelope Deleted
Triggers when an envelope is deleted.
Try ItTriggerInstant
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Learn how to automate Docusign on the Zapier blog
Frequently Asked Questions about Docusign + Service Fusion integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Service Fusion
How can I integrate DocuSign with Service Fusion?
You can integrate DocuSign with Service Fusion through our platform by setting up automated workflows. These workflows use triggers in Service Fusion, like when a new job is created, and actions in DocuSign, such as sending a document for signature.
What are the main triggers available for DocuSign and Service Fusion integration?
In our integration, primary triggers include events like 'New Job Created' or 'Job Status Updated' in Service Fusion. These can initiate actions such as sending documents through DocuSign.
Can I send documents for signature automatically from Service Fusion?
Yes, by setting up a trigger when a job is created or updated in Service Fusion, you can automate the process to send documents through DocuSign without manual intervention.
Are there any specific actions that I can automate with this integration?
You can automate actions such as sending job details from Service Fusion to be signed via DocuSign or updating records automatically after a document is signed.
Is it possible to update Service Fusion records after a document is signed in DocuSign?
Yes, our integration allows for updating records in Service Fusion automatically once a document receives all required signatures through DocuSign.
How secure is the data transfer between DocuSign and Service Fusion using this integration?
We prioritize security by utilizing encryption and secure API connections between DocuSign and Service Fusion to ensure your data is protected throughout the transfer process.
Do I need any technical expertise to set up the integration between these two platforms?
No extensive technical expertise is required. Our platform provides an intuitive interface that guides you step-by-step through setting up triggers and actions for seamless integration.