DashClicks + Docusign

Create signature requests in DocuSign when deal stages change in DashClicks

Streamline your sales process effortlessly with this workflow that creates DocuSign signature requests when a deal stage changes in DashClicks. Save valuable time and sustain momentum by allowing clients to quickly sign and finalize deals without the need for manual intervention. Enhance organization and efficiency in your sales and document management by leveraging this powerful and seamless combination.

Streamline your sales process effortlessly with this workflow that creates DocuSign signature requests when a deal stage changes in DashClicks. Save valuable time and sustain momentum by allowing clients to quickly sign and finalize deals without the need for manual intervention. Enhance organization and efficiency in your sales and document management by leveraging this powerful and seamless combination.

  1. When this happens...
    DashClicksDashClicks
    Deal Stage Changed (Deals)

    Triggers when a deal is moved to a different stage on a pipeline in the Deals App.

    TriggerInstant
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Document

    Sends an envelope signature request using a document.

    ActionWrite
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Supported triggers and actions

  • DashClicks triggers, actions, and search

    Business Updated (Contacts)

    Triggers when a business is updated on the Contacts App.

    Trigger
    Instant
    Try It
  • DashClicks triggers, actions, and search

    Person Updated (Contacts)

    Triggers when a person is updated on the Contacts App.

    Trigger
    Instant
    Try It
    • Which pipeline should we watch for deal stage changes?Required

    • When a deal enters this deal stage, this will trigger the zap. Which stage would you like?Required

    Trigger
    Instant
    Try It
    • Which funnel should we watch for optins?Required

    • When a form is submitted on this step, this will trigger the zap. Which step would you like?Required

    Trigger
    Instant
    Try It
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About DashClicks

DashClicks is SaaS product offering a variety of digital marketing services and software solutions generate leads and facilitate sales.

Related categories

  • Marketing
docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn more

Related categories

  • Signatures

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