Advantage Anywhere + Docusign
Create Advantage Anywhere notifications from newly completed DocuSign envelopes
Keep track of all your leads and prospects in Advantage Anywhere, not only where they are in the sales process but also any associated signed documents via DocuSign. With this integration active, whenever a new envelope is completed in DocuSign, a notification will be created in Advantage Anywhere automatically.
Keep track of all your leads and prospects in Advantage Anywhere, not only where they are in the sales process but also any associated signed documents via DocuSign. With this integration active, whenever a new envelope is completed in DocuSign, a notification will be created in Advantage Anywhere automatically.
- 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!Create Notification
Creates a new notification and the ability to add information to a contact record.
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