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.
- When this happens...New Service Record
Triggers when a new service record is created in SysAid.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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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
Try ItUser Defined NameRequired
Service Record TypeRequired
Request user
TitleRequired
DescriptionRequired
Admin group
Assigned to
Classification
Closure Information
Followup Actual Date
Followup Planned Date
Followup Text
Followup User
Impact
Location
Main CI
Priority
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
Urgency
Weight
Workaround
Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItEvents to MonitorRequired
Try It
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
Try ItUser 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
Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItEnvelope Completed
Triggers when an envelope is completed.
Try It