AccuLynx + Docusign
Create signature requests in Docusign for new jobs by milestone in AccuLynx
Ensure your documents are always ready for the next step in the AccuLynx project workflow. With this automation, every time there's a new list of jobs by milestone in AccuLynx, a signature request will be created in Docusign. This streamlines your processes, saving you the hassle of manual data transfer and speeding up project progression.
Ensure your documents are always ready for the next step in the AccuLynx project workflow. With this automation, every time there's a new list of jobs by milestone in AccuLynx, a signature request will be created in Docusign. This streamlines your processes, saving you the hassle of manual data transfer and speeding up project progression.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create Draft Signature Request
Creates a draft signature request.
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Standard MilestonesRequired
Try ItClick Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItEvents to MonitorRequired
Try ItEnvelope Corrected
Triggers when an envelope is corrected.
Try It
First nameRequired
Last name
Company name
Phone Number 1
Phone Extension 1
Phone Type 1
Phone Number 2
Phone Extension 2
Phone Type 2
Phone Number 3
Phone Extention 3
Phone Type 3
Email Address
Cross Reference
Job Category
Work Type
Street
Street 2
City
State
Zip Code
Country
Priority
Notes
Sales Person
Initial Appointment
Trade Types
Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItEnvelope Completed
Triggers when an envelope is completed.
Try ItEnvelope Created
Triggers when an envelope is created.
Try It
