Docusign + SysAid

Send envelopes via Docusign for new service records in SysAid

With this Zap, you can automate sending a Docusign document for signature using a predefined template and populating the fields from a new SysAid ticket. This allows you to better collaborate with your business and comply with your internal controls by automating signature requests via Docusign directly from within SysAid.

With this Zap, you can automate sending a Docusign document for signature using a predefined template and populating the fields from a new SysAid ticket. This allows you to better collaborate with your business and comply with your internal controls by automating signature requests via Docusign directly from within SysAid.

  1. When this happens...
    SysAidSysAid
    New Service Record

    Triggers when a new service record is created in SysAid.

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

    Sends a envelope signature request using a template.

    ActionWrite
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Supported triggers and actions

    • User Defined NameRequired

    • Service Record Type

    • Title

    • Description

    • Category

    • Status

    • Request user

    • Assigned to

    • Admin group

    • Company

    • Email Account

    • Impact

    • Location

    • Main CI

    • Priority

    • Responsible Admin

    • SR Custom Int 1

    • SR Custom Int 2

    • SR Custom List 1

    • SR Custom List 2

    • SR Custom Text 1

    • SR Custom Text 2

    • Sub Type

    • Urgency

    • Weight

    Trigger
    Instant
    Try It
    • User Defined NameRequired

    • # (SR ID)Required

    • Urgency

    • Priority

    • Impact

    • Title

    • Description

    • Admin group

    • Assigned to

    • Classification

    • Closure Information

    • Followup Actual Date

    • Followup Planned Date

    • Followup Text

    • Followup User

    • Location

    • Main CI

    • Resolution

    • Responsible Admin

    • Solution

    • SR Custom Date 1

    • SR Custom Date 2

    • SR Custom Int 1

    • SR Custom Int 2

    • SR Custom List 1

    • SR Custom List 2

    • SR Custom Text 1

    • SR Custom Text 2

    • Success Rating

    • Weight

    • Workaround

    Action
    Write
  • Docusign triggers, actions, and search

    Click Declined

    Triggers when a recipient declined a clickwrap agreement.

    Trigger
    Instant
    Try It
    • Warning Text

    • Add certificate of completion

    • Include documents

    • Include recipients

    • Include custom fields

    • Include form data

    Trigger
    Instant
    Try It
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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sysaid logo
sysaid logo

About SysAid

SysAid is a service automation company delivering software for organizations that want to get more done.

Related categories

  • Customer Support