Logo DocusignCLIAPI@1.5.4Logo HubSpotCLIAPI@1.11.0Logo QuickBooksV3CLIAPI@3.3.4Logo QuickBooksV3CLIAPI@3.3.4Logo GoogleCalendarCLIAPI@1.10.2Logo AsanaCLIAPI@1.44.0Logo GoogleDriveCLIAPI@1.15.3Logo GoogleDriveCLIAPI@1.15.3Logo GoogleDriveCLIAPI@1.15.3Logo MailchimpCLIAPI@1.14.1

Example Onboarding Sequence

“This is an example onboarding sequence that triggers when a Docusign Envelope is signed by the client. This sequence will update the contact in your CRM, create a customer and invoice in QuickBooks, create a project in Asana, create and share a client folder in Google Drive, and tag the client in MailChimp, which can trigger a Welcome email to be sent with the folder link.”

Courtney McKaycreated by Courtney McKay
How Zapier works (57 sec)
How Zapier works (57 sec)
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This Zap works in 10 steps …

  • Step 1 - Trigger

    Anytime an envelope status updated is created in Docusign

  • Step 2 - Action

    Create or update contact in HubSpot

  • Step 3 - Action

    Find or create customer in Your App

  • Step 4 - Action

    Create invoice in Your App

  • Step 5 - Action

    Create detailed event in Your App

  • Step 6 - Action

    Find or create project in Asana

  • Step 7 - Action

    Find or create folder in Your App

  • Step 8 - Action

    Upload file in Your App

  • Step 9 - Action

    Add file sharing preference in Your App

  • Step 10 - Action

    Add/update subscriber in Mailchimp

    • 5 minutes to set up
    • Get back 1.2 hrs /week
    • 5 people use this zap

    This Zap uses the following 7 apps

    • Logo Docusign
    • Logo HubSpot

    More ways to use these popular apps!

    Check out all the other ways you can connect Docusign and HubSpot,
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