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Update and send envelopes with templates in DocuSign when tickets are updated in Halo Service Solutions
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Halo Service Solutions + Docusign
Create tickets in Halo Service Solutions for updated envelope statuses in Docusign
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Docusign + Halo Service Solutions

Update and send envelopes with templates in DocuSign when tickets are updated in Halo Service Solutions

Details

Try it

Halo Service Solutions + Docusign

Create tickets in Halo Service Solutions for updated envelope statuses in Docusign

Details

Try it

Docusign + Halo Service Solutions

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Zapier makes it easy to integrate Docusign with Halo Service Solutions - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Click Agreed" from Docusign.

Add your action

An action happens after the trigger—such as "Create Customer" in Halo Service Solutions.

You’re connected!

Zapier seamlessly connects Docusign and Halo Service Solutions, automating your workflow.

Supported triggers and actions

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.

Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
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- Events to Monitor
  Required
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Envelope Corrected
Triggers when an envelope is corrected.
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Envelope Declined
Triggers when an envelope is declined.
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Instant
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Envelope Delivered
Triggers when an envelope is delivered.
Trigger
Instant
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Envelope Purge
Triggers when an envelope is purged.
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Instant
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Envelope Sent
Triggers when an envelope is sent.
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Instant
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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.
Trigger
Instant
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- Status
- Return only envelopes I created?
- Add certificate of completion?
- Download form data?
Trigger
Polling
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Recipient Authentication Failed
Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.
Trigger
Instant
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Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
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Instant
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Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
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Instant
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Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
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Recipient Resent
Triggers when an envelope was resent to a specific recipient.
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Instant
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SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
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Instant
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Template Created
Triggers when a template is created.
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Instant
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Template Modified
Triggers when a template is modified.
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- Bulk List ID
  Required
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Envelope ID
  Required
- Document ID
  Required
Action
Write
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- Template Name
  Required
Action
Write
- Webform
  Required
- Link Type
  Required
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
- Envelope ID
  Required
- Void Reason
  Required
Action
Write
- Description
  Required
- Customer
- Site
- End User
- Ticket Type
- Status
- Service Level Agreement
- Priority
- Team
- Agent
Trigger
Instant
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- Name
  Required
- Top Level
- Important Customer
- Site Name
- Phone Number
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Postcode
- Contact Name
- Contact Email Address
Action
Write
- Email Address
  Required
- Ticket Type
  Required
- Summary
- Details
- Priority
Action
Write

Click Declined
Triggers when a recipient declined a clickwrap agreement.
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Instant
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Envelope Completed
Triggers when an envelope is completed.
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Instant
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Envelope Created
Triggers when an envelope is created.
Trigger
Instant
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Envelope Deleted
Triggers when an envelope is deleted.
Trigger
Instant
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Envelope Discard
Triggers when an envelope is discarded.
Trigger
Instant
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Envelope Resent
Triggers when an envelope is resent.
Trigger
Instant
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Envelope Voided
Triggers when an envelope is voided.
Trigger
Instant
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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.
Trigger
Instant
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New Folder
Triggers when a new folder is created.
Trigger
Polling
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Recipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
Trigger
Instant
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Recipient Declined
Triggers when a recipient declined to sign.
Trigger
Instant
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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.
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Instant
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Recipient Reassigned
Triggers when a recipient reassigned an envelope.
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Instant
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Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
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Instant
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SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
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Instant
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Template Deleted
Triggers when a template is deleted.
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Instant
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- Bulk List ID
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- List Name
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- Template Name
  Required
- Description
- Email Subject
- Email Message
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
Action
Write
- Brand ID
- Email Subject
- Email Body
Action
Write
- Envelope ID
  Required
Action
Write
- Template ID
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Template ID
  Required
- Template Name
  Required
- Description
- Email Subject
  Required
- Email Message
- Document
  Required
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Description
  Required
- Customer
- Site
- End-User
- Ticket Type
- Status
- Service Level Agreement
- Priority
- Team
- Agent
Trigger
Instant
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- Name
  Required
- Customer Name
  Required
- Main Site
  Required
- Phone Number
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Postcode
- Contact Name
- Contact Email Address
Action
Write
- Name
  Required
- Customer Name
  Required
- Site Name
  Required
- Email Address
- Network Login
- Work Phone Number
- Mobile Phone Number
Action
Write

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Connect Docusign and Halo Service Solutions to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Docusign on the Zapier blog

Make work flow with AI

Level up your Docusign to Halo Service Solutions integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Docusign + Halo Service Solutions integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Halo Service Solutions

How does the integration between Docusign and Halo Service Solutions work?

The integration between Docusign and Halo Service Solutions works by using triggers and actions to automate workflows. When a document is signed in Docusign, it can trigger actions in Halo, like creating a new ticket or updating a customer record. This seamless connection ensures that information moves automatically between platforms.

What are some common triggers for Docusign in this integration?

Common triggers for Docusign include events like when a new signature request is sent, when a document is viewed by the recipient, and when a document is completed with all signatures. These triggers can initiate various actions in Halo Service Solutions, such as notifying team members or creating support tickets.

Can I customize which fields from Docusign appear in Halo?

Yes, you can customize which fields from Docusign are pushed to Halo Service Solutions. This allows you to tailor what information is visible or used in Halo tickets and customer records based on your specific needs.

Is it possible to update existing tickets in Halo with information from Docusign?

Yes, you can set up the integration so that updates from completed documents in Docusign automatically refresh the relevant information within existing tickets in Halo. This ensures that your data stays current without manual intervention.

What happens if a document fails to send from Docusign?

If a document fails to send from Docusign, you can configure the system to trigger an alert within Halo Service Solutions. This allows your team to quickly address the issue without delay.

How secure is the data transfer between Docusign and Halo?

The data transfer between both platforms uses secure protocols to ensure that all information passed through the integration remains confidential and tamper-free. We uphold strict security standards in handling your sensitive data across these services.

Are there any limitations on the number of actions that can be triggered by a single event?

While there might be some practical limits depending on system performance constraints, typically you can link multiple actions to follow any given trigger event between Docusign and Halo Service Solutions—allowing comprehensive automation scenarios tailored to your operational requirements.

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Learn moreLearn moreHelpHelp

Related categories

Signatures

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About Halo Service Solutions

Halo Service Solutions is a UK based company, which provides Service Desk, ITSM and PSA software solutions.

HelpHelp

Related categories

Project Management

Connect Docusign and Halo Service Solutions to unlock the power of automation

Set up your first integration

Update and send envelopes with templates in DocuSign when tickets are updated in Halo Service Solutions

Create tickets in Halo Service Solutions for updated envelope statuses in Docusign

Update and send envelopes with templates in DocuSign when tickets are updated in Halo Service Solutions

Create tickets in Halo Service Solutions for updated envelope statuses in Docusign

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Docusign and Halo Service Solutions to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Docusign on the Zapier blog

5 ways to automate DocuSign with Zapier

Make work flow with AI

Frequently Asked Questions about Docusign + Halo Service Solutions integrations

Connect Docusign to Halo Service Solutions on the world's largest no-code automation platform