DocusignCLIAPI@1.5.3 logotipoFilterAPI logotipoZapierFormatterCLIAPI@1.0.7 logotipoSubZapCLIAPI@0.11.2 logotipoSubZapCLIAPI@0.11.2 logotipoCloseIOCLIAPI@2.0.5 logotipoCloseIOCLIAPI@2.0.5 logotipoZapierFormatterCLIAPI@1.0.7 logotipoCloseIOCLIAPI@2.0.5 logotipoCloseIOCLIAPI@2.0.5 logotipoGoogleMailV2CLIAPI@2.5.2 logotipoSlackAPI logotipo

EL Signed R&D

“Anytime an envelope sent or completed is created in DocuSign, filter my data in Filter by Zapier, format my data in Formatter by Zapier, etc.”

Strike Sales Operationscreated by Strike Sales Operations

This Zap uses the private apps CloseIOCLIAPI@2.0.5, CloseIOCLIAPI@2.0.5, CloseIOCLIAPI@2.0.5 and CloseIOCLIAPI@2.0.5.

This means the developers of these apps haven’t completed our full quality assurance steps. Zapier has limited details on these apps and as a result can’t offer support for them. If you have questions about these apps, please contact the person who gave you access to this Zap.
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How Zapier works (57 sec)
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De confianza en empresas grandes y pequeñas

This Zap works in 12 steps …

  • Step 1 - Trigger

    Anytime an envelope status updated is created in Docusign

  • Step 2 - Action

    Filter my data in Filter by Zapier

  • Step 3 - Action

    Format my data in Formatter by Zapier

  • Step 4 - Action

    Find lead in Close

  • Step 5 - Action

    Find opportunity in Close

  • Step 6 - Action

    Update opportunity in Close

  • Step 7 - Action

    Find custom activity in Close

  • Step 8 - Action

    Format my data in Formatter by Zapier

  • Step 9 - Action

    Update lead in Close

  • Step 10 - Action

    Find user in Close

  • Step 11 - Action

    Send email in Your App

  • Step 12 - Action

    Conditionally run... in Paths by Zapier

    • 8.5 minutes to set up
    • Get back 1.2 hrs /week
    • 125 people use this app pairing

    This Zap uses the following 7 apps

    • Docusign logotipo
    • Filter by Zapier logotipo

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    Check out all the other ways you can connect Docusign and Filter by Zapier,
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