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Set up your first integration
Quickly connect AgencyBloc to Docusign with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate AgencyBloc with Docusign - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Activity Created" from AgencyBloc.
Add your action
An action happens after the trigger—such as "Add to Bulk Send List" in Docusign.
You’re connected!
Zapier seamlessly connects AgencyBloc and Docusign, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Activity Created
Triggers when an Activity is created in AgencyBloc.
Try ItTriggerInstant - Group Created
Triggers when a Group is created in AgencyBloc.
Try ItTriggerInstant - Mask SSN Data
- Mask Medicare Beneficiary ID Data
Try ItTriggerInstant- Policy Created
Triggers when a Policy is created in AgencyBloc.
Try ItTriggerInstant
- Activity Updated
Triggers when an Activity is updated in AgencyBloc.
Try ItTriggerInstant - Group Updated
Triggers when a Group is updated in AgencyBloc.
Try ItTriggerInstant - Mask SSN Data
- Mask Medicare Beneficiary ID Data
Try ItTriggerInstant- Policy Updated
Triggers when a Policy is updated in AgencyBloc.
Try ItTriggerInstant
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Connect AgencyBloc and Docusign to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate Docusign on the Zapier blog
Frequently Asked Questions about AgencyBloc + Docusign integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with AgencyBloc and Docusign
What is required to integrate AgencyBloc with Docusign through your platform?
To integrate AgencyBloc with Docusign, you'll need accounts on both platforms as well as an account with us. Once logged in, you'll be able to set up triggers such as a new contact in AgencyBloc that can prompt actions like initiating a document signature request in Docusign.
How does your integration handle a new signature request in Docusign?
Once a trigger event occurs in AgencyBloc, such as updating a client’s status, our integration can automatically create and send a new document for signature using Docusign. You'll be required to configure this action within our interface.
Can I automate updates from Docusign back into AgencyBloc?
Yes, our service allows you to set up triggers when there’s an update on a document’s status in Docusign. These triggers can then prompt actions like updating notes or client information directly within your AgencyBloc account.
Are there specific triggers I need to set up in AgencyBloc for the integration to work?
Common triggers include events such as adding or updating client records, policy changes, or task completion. By configuring these events as triggers, you can automate corresponding actions in Docusign through our platform.
How secure is the data transferred between AgencyBloc and Docusign using your integration?
We implement industry-standard security measures including encryption and secure protocols to ensure that data transferred between AgencyBloc and Docusign remains confidential and intact throughout the process.
Is it possible to track the status of documents sent via Docusign in my workflow?
Yes, once configured, the integration allows you to track statuses such as 'Sent', 'Viewed', 'Completed' etc., directly within your workflow interface on our platform by setting these status changes as triggers.
Can multiple actions be triggered simultaneously when integrating these platforms?
Absolutely. If multiple conditions are met from a single trigger event in either platform, we enable you to execute various actions at once – such as sending multiple documents for signature or updating several fields across systems simultaneously.
