Docusign + SimplyConvert
Add newly-signed DocuSign documents to SimpyConvert cases
When a client finishes signing an envelope in DocuSign, the documents may need to be accessible by law firms in SimplyConvert. This Zap automates that process for you, pushing the documents into SimplyConvert by automatically creating a new case and uploading the documents to that case. The documents could also be uploaded to an existing case if the SimplyConvert case UUID is already known.
When a client finishes signing an envelope in DocuSign, the documents may need to be accessible by law firms in SimplyConvert. This Zap automates that process for you, pushing the documents into SimplyConvert by automatically creating a new case and uploading the documents to that case. The documents could also be uploaded to an existing case if the SimplyConvert case UUID is already known.
- 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 Case
Create a new case
- then do this!Add Document
Add a document to an existing case
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