Docusign + Redtail CRM

Create activities in Redtail CRM when envelope status updates in DocuSign

Streamline your document management and customer relations activities with this efficient workflow. When a status update occurs in DocuSign, a corresponding activity is created in Redtail CRM. This ensures that every critical document change is logged into your CRM instantly, keeping your customer communications accurate and up-to-date. Replace manual updates with this real-time automation and maintain a seamless record of document transactions across your platforms.

Streamline your document management and customer relations activities with this efficient workflow. When a status update occurs in DocuSign, a corresponding activity is created in Redtail CRM. This ensures that every critical document change is logged into your CRM instantly, keeping your customer communications accurate and up-to-date. Replace manual updates with this real-time automation and maintain a seamless record of document transactions across your platforms.

  1. When this happens...
    DocusignDocusign
    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.

    TriggerPolling
  2. automatically do this!
    Redtail CRMRedtail CRM
    Create Activity

    Creates a new activity in your database.

    ActionWrite
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Supported triggers and actions

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

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  • Signatures

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redtailcrm logo
redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
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  • CRM (Customer Relationship Management)

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