Docusign + Stan
Send envelopes using a template in Docusign for new customers in Stan
Boost your efficiency and onboarding process with this workflow. When you acquire a new customer in the Stan app, it will instantly initiate the process of sending an envelope using a predefined template in Docusign. This simplifies and speeds up your paperwork, offering both you and your customer an enhanced and streamlined experience.
Boost your efficiency and onboarding process with this workflow. When you acquire a new customer in the Stan app, it will instantly initiate the process of sending an envelope using a predefined template in Docusign. This simplifies and speeds up your paperwork, offering both you and your customer an enhanced and streamlined experience.
- When this happens...New Customer
Triggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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Product (optional)
Try ItNew Membership
Triggers when a customer purchases a recurring membership.
Try ItClick Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItEvents to MonitorRequired
Try It
Cancelled Membership
Triggers when a customer's cancelled membership expires.
Try ItPre-Cancellation Membership
Triggers when a customer cancels their subscription, and before it expires at the end of the billing period.
Try ItClick Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItEnvelope Completed
Triggers when an envelope is completed.
Try It
