Docusign + IRIS CRM
Update and manage DocuSign actions upon lead status changes in IRIS CRM
Enhance your productivity with this efficient workflow. Whenever there is an update in Lead Status within your IRIS CRM system, it invokes a corresponding action within DocuSign in real-time. This keeps your team in the loop about lead progress and helps in timely document delivering, ultimately strengthening your connection with prospective customers.
Enhance your productivity with this efficient workflow. Whenever there is an update in Lead Status within your IRIS CRM system, it invokes a corresponding action within DocuSign in real-time. This keeps your team in the loop about lead progress and helps in timely document delivering, ultimately strengthening your connection with prospective customers.
- When this happens...
Lead Status UpdatedTriggers when a lead's status is updated.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Send Envelope Using TemplateSends a envelope signature request using a template.
ActionWriteCreate a new record or update an existing record in your app.
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Info
Current StatusRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Info
Current StatusRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Info
Current StatusRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Info
Previous StatusRequired
New StatusRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Info
Previous Type(s)
New Type(s)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Info
Ticket ID
Comment text
Comment text
Visible for Merchants?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Note TabRequired
Sticky or not?Required
Note contentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
GroupRequired
StatusRequired
Assign User(s)Required
Assign User's Manager(s)
Campaign
Source
Other lead fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Lead Email FieldRequired
Email templateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
New Group
New Campaign
New Source
Other lead fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Ticket ID
Ticket type
Subject
Description
Ticket Status
Outcome
Priority
Channel ID
Assign User(s)
Assign type
Assign to
Group
Visible for Merchants?
Due date
Checklist
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Events to MonitorRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Corrected
Triggers when an envelope is corrected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Declined
Triggers when an envelope is declined.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Delivered
Triggers when an envelope is delivered.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Purge
Triggers when an envelope is purged.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Sent
Triggers when an envelope is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Identity Verification Completed
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Status
Return only envelopes I created?
Add certificate of completion?
Download form data?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRecipient Authentication Failed
Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Resent
Triggers when an envelope was resent to a specific recipient.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Created
Triggers when a template is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Modified
Triggers when a template is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bulk List IDRequired
TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template ID
Brand ID
Email Subject
Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WebformRequired
Link TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bulk List IDRequired
TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
Void ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Lead Deleted
Triggers when a lead is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Info
Current StatusRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Restored
Triggers when a lead is restored.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Updated
Triggers when a lead is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Info
File TabRequired
File LabelRequired
File NameRequired
File SourceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Assign User(s)Required
Assign User's Manager(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Ticket typeRequired
SubjectRequired
Description
Priority
Channel ID
Assign User(s)
Assign typeRequired
Assign toRequired
Group
Visible for Merchants?
Due date
Checklist
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Lead Phone FieldRequired
SMS templateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
New StatusRequired
New GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Completed
Triggers when an envelope is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Created
Triggers when an envelope is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Deleted
Triggers when an envelope is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Discard
Triggers when an envelope is discarded.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Resent
Triggers when an envelope is resent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Voided
Triggers when an envelope is voided.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Identity Verification Pending
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Folder
Triggers when a new folder is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRecipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Declined
Triggers when a recipient declined to sign.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Delivered
Triggers when a recipient viewed the documents through the DocuSign signing website. This event does not signify email or SMS delivery of an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Reassigned
Triggers when a recipient reassigned an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Deleted
Triggers when a template is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bulk List IDRequired
Role NameRequired
NameRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List NameRequired
Role NameRequired
NameRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template NameRequired
Description
Email Subject
Email Message
Document
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Brand ID
Email Subject
Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
Template NameRequired
Description
Email SubjectRequired
Email Message
DocumentRequired
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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