Zapier makes it easy to integrate Docusign with ServiceTitan - no code necessary. See how you can get setup in minutes.
A trigger is the event that starts your Zap—like a "Click Agreed" from Docusign.
An action happens after the trigger—such as "Apply Tag to Customer" in ServiceTitan.
Zapier seamlessly connects Docusign and ServiceTitan, automating your workflow.
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.
Triggers when a recipient accepted a clickwrap agreement.
Triggers when an envelope is corrected.
Triggers when an envelope is declined.
Triggers when a recipient declined a clickwrap agreement.
Triggers when an envelope is completed.
Triggers when an envelope is created.
Triggers when an envelope is deleted.
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When a new location is added in ServiceTitan, Zapier generates a lead form using DocuSign. This ensures marketing campaigns are ready for new regions without delay, driving faster lead generation and campaign deployment.
Marketing & Marketing OpsWhen a new job is created in ServiceTitan, Zapier automatically sends an invoice using DocuSign. This eliminates manual coordination, streamlining billing and tracking, while allowing the team to focus on delivering the project itself.
Project ManagementNew to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and ServiceTitan
You can start a document signing process from ServiceTitan by setting up a trigger for a particular event, such as the completion of a job or an invoice being ready. Once this event occurs, our integration automatically sends the document through Docusign to your client for signature.
Yes, our integration allows you to set up actions that trigger once a document is signed in Docusign. You can have ServiceTitan automatically update the status of the related job or invoice, ensuring all information remains current without any manual input.
You can send various types of documents such as estimates, invoices, and approval forms from ServiceTitan through Docusign. The choice of documents typically depends on what action in ServiceTitan you set as the trigger for sending these documents.
The integration allows sending multiple documents linked to a single trigger event. For instance, if you're closing out a job, you might send both an invoice and an approval form together through Docusign to your client.
Once your client views or signs the document sent through Docusign, our system can notify you via email or update the status within your ServiceTitan dashboard so you can track document progress in real-time.
Before setting up the integration, ensure that your accounts are properly configured with necessary permissions and API access enabled both in Docusign and ServiceTitan. This will enable smooth operation between both platforms once they are connected.
Yes, you have full control over customizing triggers within ServiceTitan. You can decide exactly which events like completing an estimate or receiving payment will prompt sending documents through Docusign.
