Docusign + REI Pebble + Filter by Zapier

Send new REI Pebble documents for signature via Docusign

Looking for a way to streamline your document signing workflows? Once active, this Zap will automatically email the corresponding property owner a copy of a new new REI Pebble document with the ability to sign in Docusign. Simply add the word "Docusign" to the document title when generating it.

When this happens...
Document Created
Triggers when a new document is created.
TriggerInstant
automatically do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Send Envelope Using Document
Sends an envelope signature request using a document.
ActionWrite

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Supported triggers and actions

Contact Created
Triggers when a new contact is created.
Trigger
Instant
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Deal Created
Triggers when a new deal is created.
Trigger
Instant
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Deal Updated
Triggers when a deal is updated (title, status, value, or source).
Trigger
Instant
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Property Created
Triggers when a new property is created.
Trigger
Instant
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Property Purchased
Triggers when a property purchase is created.
Trigger
Instant
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Property Tagged
Triggers when a tag is added to a property.
Trigger
Instant
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- NameRequired
- First Name
- Last Name
- Email Address
- Phone - Primary
- Phone - Secondary
- Contact Category
- Description
- Do Not Mail
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
Action
Write

- APNRequired
- County IDRequired
- Contact/Owner IDRequired
- Legal Description
- Acreage
- Line 1
- Line 2
- City
- State
- Zip
- Square Feet
- Year Built
- Floors
- Bathrooms
- Bedrooms
- Longitude
- Latitude
- SRID
Action
Write
- Contact IDRequired
- Name
- First Name
- Last Name
- Email Address
- Phone - Primary
- Phone - Secondary
- Contact Category
- Description
- Do Not Mail
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
Action
Write
- Property IDRequired
- APN
- County ID
- Contact/Owner ID
- Legal Description
- Acreage
- Line 1
- Line 2
- City
- State
- Zip
- Square Feet
- Year Built
- Floors
- Bathrooms
- Bedrooms
- Longitude
- Latitude
- SRID
Action
Write
- Name / Email / Phone
Action
Search
- Title
- Board ID
- Stage ID
- Status
Action
Search
- Name
- Board ID
Action
Search
Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Trigger
Instant
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- Events to MonitorRequired
Trigger
Instant
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Envelope Corrected
Triggers when an envelope is corrected.
Trigger
Instant
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Envelope Declined
Triggers when an envelope is declined.
Trigger
Instant
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Envelope Delivered
Triggers when an envelope is delivered.
Trigger
Instant
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Envelope Purge
Triggers when an envelope is purged.
Trigger
Instant
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Envelope Sent
Triggers when an envelope is sent.
Trigger
Instant
Try It
Identity Verification Completed
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
Trigger
Instant
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- Status
- Return only envelopes I created?
- Add certificate of completion?
- Download form data?
Trigger
Polling
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Recipient Authentication Failed
Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.
Trigger
Instant
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Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
Trigger
Instant
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Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
Trigger
Instant
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Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
Trigger
Instant
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Recipient Resent
Triggers when an envelope was resent to a specific recipient.
Trigger
Instant
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SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Trigger
Instant
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Template Created
Triggers when a template is created.
Trigger
Instant
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Template Modified
Triggers when a template is modified.
Trigger
Instant
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- Bulk List IDRequired
- TemplateRequired
Action
Write
- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Envelope IDRequired
- Document IDRequired
Action
Write
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- Template NameRequired
Action
Write
- WebformRequired
- Link TypeRequired
Action
Write
- Bulk List IDRequired
- TemplateRequired
Action
Write
- Envelope IDRequired
- Void ReasonRequired
Action
Write

Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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Deal Moved
Triggers when a deal is moved to a stage.
Trigger
Instant
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Document Created
Triggers when a new document is created.
Trigger
Instant
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Property Offer Created
Triggers when an offer is created for a property.
Trigger
Instant
Try It
Property Sold
Triggers when a property sale is created.
Trigger
Instant
Try It
Property Updated
Triggers when a property is updated.
Trigger
Instant
Try It
- TitleRequired
- Board IDRequired
- Stage IDRequired
- Contact IDs
- Property IDs
Action
Write
- TextRequired
- Deal IDRequired
Action
Write
- Deal IDRequired
- Title
- Stage ID
Action
Write
- Name
Action
Search
- Name
Action
Search
- ID
- County ID
- APN / Address
- Campaign Code
Action
Search
- Only continue if...Required
Action
Filter
Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger
Instant
Try It
Envelope Completed
Triggers when an envelope is completed.
Trigger
Instant
Try It
Envelope Created
Triggers when an envelope is created.
Trigger
Instant
Try It
Envelope Deleted
Triggers when an envelope is deleted.
Trigger
Instant
Try It
Envelope Discard
Triggers when an envelope is discarded.
Trigger
Instant
Try It
Envelope Resent
Triggers when an envelope is resent.
Trigger
Instant
Try It
Envelope Voided
Triggers when an envelope is voided.
Trigger
Instant
Try It
Identity Verification Pending
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Trigger
Instant
Try It
New Folder
Triggers when a new folder is created.
Trigger
Polling
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Recipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
Trigger
Instant
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Recipient Declined
Triggers when a recipient declined to sign.
Trigger
Instant
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Recipient Delivered
Triggers when a recipient viewed the documents through the DocuSign signing website. This event does not signify email or SMS delivery of an envelope.
Trigger
Instant
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Recipient Reassigned
Triggers when a recipient reassigned an envelope.
Trigger
Instant
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Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
Trigger
Instant
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SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Trigger
Instant
Try It
Template Deleted
Triggers when a template is deleted.
Trigger
Instant
Try It
- Bulk List IDRequired
- Role NameRequired
- NameRequired
- EmailRequired
Action
Write
- List NameRequired
- Role NameRequired
- NameRequired
- EmailRequired
Action
Write
- Template NameRequired
- Description
- Email Subject
- Email Message
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
Action
Write
- Brand ID
- Email Subject
- Email Body
Action
Write
- Envelope IDRequired
Action
Write
- Template IDRequired
Action
Write
- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Template IDRequired
- Template NameRequired
- Description
- Email SubjectRequired
- Email Message
- DocumentRequired
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

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

Similar apps

About REI Pebble

Streamline & simplify your land Investing with REI Pebble.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Learn more

Docusign + REI Pebble + Filter by Zapier

Send new REI Pebble documents for signature via Docusign

Contact Created

Deal Created

Deal Updated

Property Created

Property Purchased

Property Tagged

Create a Contact

Create a Property

Update a Contact

Update a Property

Find a Contact

Find a Deal

Find a Stage

Click Agreed

New DocuSign Connect Event

Envelope Corrected

Envelope Declined

Envelope Delivered

Envelope Purge

Envelope Sent

Identity Verification Completed

Envelope Status Updated

Recipient Authentication Failed

Recipient Completed

Recipient Delegated

Recipient Marked to Finish Later

Recipient Resent

SMS Opt-In

Template Created

Template Modified

Bulk Send Envelope From Template

Create Draft Signature Request

Download Envelope Document

Send Envelope Using Template

Find Template

Create Pre-Filled Webform Link

Test Bulk Send Request

Void Envelope

Contact Updated

Deal Moved

Document Created

Property Offer Created

Property Sold

Property Updated

Create a Deal

Create a Note

Update a Deal

Find a Board

Find a County

Find a Property

Only continue if...

Click Declined

Envelope Completed

Envelope Created

Envelope Deleted

Envelope Discard

Envelope Resent

Envelope Voided

Identity Verification Pending

New Folder

Recipient Autoresponded

Recipient Declined

Recipient Delivered

Recipient Reassigned

Recipient Sent

SMS Opt-Out

Template Deleted

Add to Bulk Send List

Create Bulk Send List

Create Template From Document

Send Envelope Using Document

Find Envelope Documents

Find Template Documents

Create Signature Request

Update Template

API Request (Beta)

About Docusign

Related categories