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Integrate Spotler CRM with Docusign to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Spotler CRM with Docusign - no code necessary. See how you can get setup in minutes.

Select a trigger from Spotler CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Spotler CRM, a trigger could be "New/Updated Account."
A trigger is the event that kicks off your automated workflow.

Setup an action from Docusign

An action is what takes place after the automation is triggered. For example, with Docusign, the action could be "Send Envelope Using Document."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Spotler CRM to Docusign

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Spotler CRM to Docusign integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect Spotler CRM and Docusign to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Connect Spotler CRM and Docusign to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Start here
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Choose an Action

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.

    • Probability
    • Status
    Trigger
    Instant
    Try It
    • Name
    • Address Line
    • City
    • County/State
    • Postcode/Zip
    • Country
    • Owner
    Action
    Write
    • Account
      Required
    • Salutation
    • First
    • Middle
    • Last
    • Email
    • Address Line
    • City
    • County/State
    • Postcode/Zip
    • Country
    Action
    Write

Automate Docusign: get inspired on the Zapier blog

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About Spotler CRM
Spotler CRM, part of the Spotler Group, allows you to track customers and sales across the entire pipeline.
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    docusign logo
    About Docusign
    Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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    Connect Spotler CRM to Docusign on the world's largest no-code automation platform

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