Create calendar tasks in Service Fusion from updated envelopes in DocuSign
Stay on top of your tasks with this workflow. When an envelope status is updated in DocuSign, a corresponding task is immediately created in Service Fusion. This saves you time and keeps your schedule organized, allowing you to focus on completing your essential tasks instead of continuously checking status updates. Enjoy a streamlined way of managing your documents and tasks.
Stay on top of your tasks with this workflow. When an envelope status is updated in DocuSign, a corresponding task is immediately created in Service Fusion. This saves you time and keeps your schedule organized, allowing you to focus on completing your essential tasks instead of continuously checking status updates. Enjoy a streamlined way of managing your documents and tasks.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, signed, voided, or declined. 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. Some data may be unavailable if you do not have full access to the envelope.
- automatically do this!Create Calendar Task
Creates a new Service Fusion calendar task.
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