Docusign + Zendesk Sell

Send out Docusign envelopes using templates for new tasks in Zendesk Sell

Speed up your document process with this seamless workflow. When a new task is created in Zendesk Sell, it swiftly initiates the process of sending an envelope using a template in Docusign. This efficient automation frees up your time and ensures no delay in your document management routine. Enjoy a stress-free task management process by making the most of the Zendesk Sell and Docusign integration.

Speed up your document process with this seamless workflow. When a new task is created in Zendesk Sell, it swiftly initiates the process of sending an envelope using a template in Docusign. This efficient automation frees up your time and ensures no delay in your document management routine. Enjoy a stress-free task management process by making the most of the Zendesk Sell and Docusign integration.

  1. When this happens...
    Zendesk SellZendesk Sell
    New Task

    Triggers when a new task is created.

    TriggerPolling
  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

    • Is Company?

    Trigger
    Polling
    Try It
    • Pipeline

    • Stage

    Trigger
    Polling
    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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zendesk-sell logo
zendesk-sell logo

About Zendesk Sell

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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