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Create persons and push to campaigns in Reply from new envelopes sent in DocuSign
Reach out to your leads when the document is sent or completed! Once a envelope is sent or completed in DocuSign, the integration creates or updates a person in Reply and pushes to campaign - Reply automates personal outreach to make sure the document won't be lost.
- When this happens...Envelope Status UpdatedTriggers 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\Update Person and Push to CampaignCreate/Update a person and push it to campaign.
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More things you can do with Docusign and Reply
Discover other triggers and actions you can use with Docusign and Reply
- Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerInstant - Events to MonitorRequired
Try ItTriggerInstant- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerInstant - Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
Related categories
Reply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.
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