Docusign + Streamtime
Create signature requests in DocuSign for new quotes sent in Streamtime
Easily streamline your sales and contract processes with this efficient workflow connecting Streamtime and DocuSign. When a quote is sent in Streamtime, a signature request will be created in DocuSign, minimizing manual tasks and ensuring a seamless experience for your clients. Save time and focus on growing your business with this smart automation.
Easily streamline your sales and contract processes with this efficient workflow connecting Streamtime and DocuSign. When a quote is sent in Streamtime, a signature request will be created in DocuSign, minimizing manual tasks and ensuring a seamless experience for your clients. Save time and focus on growing your business with this smart automation.
- When this happens...
Quote SentTriggers when a Quote is sent to a client.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Send Envelope Using TemplateSends a envelope signature request using a template.
ActionWriteCreate a new record or update an existing record in your app.
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Company Updated
Triggers when a Company is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when a Contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Sent
Triggers when an Invoice is sent to a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Created
Triggers when a Job is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Type
User
Company
Job Name
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Approved
Triggers when a Quote gets approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Phone 1
Phone 2
Tax Number
Website Address
Notes
Postal Address Line 1
Postal Address Line 2
Postal Address Line 3
Postal Address City
Postal Address Post Code
Postal Address Country
Postal Address Region
Physical Address Line 1
Physical Address Line 2
Physical Address Line 3
Physical Address City
Physical Address Region
Physical Address Country
Physical Address Post Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job NameRequired
Job Number
Company NameRequired
Budget
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job IDRequired
Expense NameRequired
Description
Reference
Company
Date
Pricing MethodRequired
StatusRequired
Currency Code
QuantityRequired
Cost Rate
Sell Rate
Markup
Total (ex tax)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NotesRequired
Date
Duration (minutes)
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Label TypeRequired
IDRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Priority Board IDRequired
ColumnRequired
Card TypeRequired
ID
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Branch Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice Number
Invoice Name
ActionThis is an event a Zap performs.SearchFind existing data in your appExpense Name
Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your app
Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Completed
Triggers when an envelope is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Created
Triggers when an envelope is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Deleted
Triggers when an envelope is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Discard
Triggers when an envelope is discarded.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Resent
Triggers when an envelope is resent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Voided
Triggers when an envelope is voided.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Folder
Triggers when a new folder is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRecipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Declined
Triggers when a recipient declined to sign.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Reassigned
Triggers when a recipient reassigned an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Deleted
Triggers when a template is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bulk List IDRequired
Role NameRequired
NameRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List NameRequired
Role NameRequired
NameRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template NameRequired
Description
Email Subject
Email Message
Document
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Brand ID
Email Subject
Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
Template NameRequired
Description
Email SubjectRequired
Email Message
DocumentRequired
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Company Created
Triggers when a Company is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Created
Triggers when a Contact is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Deleted
Triggers when a Job is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Sent
Triggers when a Quote is sent to a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
First NameRequired
Last Name
Email
Phone Number
Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job IDRequired
Post TitleRequired
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job IDRequired
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User
Notes
Date
Duration (minutes)
StatusRequired
Job IDRequired
Item Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job IDRequired
Company NameRequired
New Job NameRequired
New Job Number
Start Date
How would you like to affect the rates on your existing items and expenses?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Priority Board NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appJob Number
Job Name
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote Name
Quote Number
ActionThis is an event a Zap performs.SearchFind existing data in your appClick Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Events to MonitorRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Corrected
Triggers when an envelope is corrected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Declined
Triggers when an envelope is declined.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Delivered
Triggers when an envelope is delivered.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Purge
Triggers when an envelope is purged.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Sent
Triggers when an envelope is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Status
Return only envelopes I created?
Add certificate of completion?
Download form data?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRecipient Authentication Failed
Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Resent
Triggers when an envelope was resent to a specific recipient.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Created
Triggers when a template is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Modified
Triggers when a template is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bulk List IDRequired
TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template ID
Brand ID
Email Subject
Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WebformRequired
Link TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bulk List IDRequired
TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
Void ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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