AccuLynx + Docusign
Generate Docusign document templates from new AccuLynx job milestones listings
Manage your projects effortlessly with this workflow. When a new job list is generated by a milestone in AccuLynx, a corresponding document template is created in Docusign. This not only ensures consistency in your documentation process, but it also speeds up your contract creation and finalization process, providing you with more time to focus on your core business operations.
Manage your projects effortlessly with this workflow. When a new job list is generated by a milestone in AccuLynx, a corresponding document template is created in Docusign. This not only ensures consistency in your documentation process, but it also speeds up your contract creation and finalization process, providing you with more time to focus on your core business operations.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create Template From Document
Creates a new template using a document.
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Standard MilestonesRequired
Try ItClick Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItEvents to MonitorRequired
Try ItEnvelope Corrected
Triggers when an envelope is corrected.
Try It
First nameRequired
Last name
Company name
Phone Number 1
Phone Extension 1
Phone Type 1
Phone Number 2
Phone Extension 2
Phone Type 2
Phone Number 3
Phone Extention 3
Phone Type 3
Email Address
Cross Reference
Job Category
Work Type
Street
Street 2
City
State
Zip Code
Country
Priority
Notes
Sales Person
Initial Appointment
Trade Types
Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItEnvelope Completed
Triggers when an envelope is completed.
Try ItEnvelope Created
Triggers when an envelope is created.
Try It
