Docusign + LawPay
Create payment requests in LawPay when new documents are completed in DocuSign
Use DocuSign events to request payment information via email with LawPay. When a new DocuSign form is completed, resolve the LawPay contact and send an info request to the recipient signer email address entered in the DocuSign form.
Use DocuSign events to request payment information via email with LawPay. When a new DocuSign form is completed, resolve the LawPay contact and send an info request to the recipient signer email address entered in the DocuSign form.
- 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...Search Contacts
Returns contacts by query.
- then do this!Create Info Request
Creates an
InfoRequestfor a given Contact to save their own payment method for future charges. TheInfoRequestwill be sent to the Contact via email by LawPay, so the Contact must have at least one email address defined. After the Contact submits this information, the payment method is saved and available for future charges. For more information see: Creating an InfoRequest.
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