CloseIOCLIAPI@2.0.5 logoCloseIOCLIAPI@2.0.5 logoDocusignCLIAPI@1.3.2 logo

Close → Close & DocuSign

“Anytime a new opportunity in status is created in Close, find contact in Close and create signature request in DocuSign.”

Close Supportcreated by Close Support

This Zap uses the private apps CloseIOCLIAPI@2.0.5 and CloseIOCLIAPI@2.0.5.

This means the developers of these apps haven’t completed our full quality assurance steps. Zapier has limited details on these apps and as a result can’t offer support for them. If you have questions about these apps, please contact the person who gave you access to this Zap.
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This Zap works in 3 steps …

  • Step 1 - Trigger

    Anytime a new opportunity in status is created in Your App

  • Step 2 - Action

    Find contact in Your App

  • Step 3 - Action

    Create signature request in DocuSign

    • 1.5 minutes to set up
    • Get back 1.2 hrs /week
    • 19 people use this zap

    This Zap uses the following 2 apps

    • CloseIOCLIAPI@2.0.5 logo

      CloseIOCLIAPI@2.0.5

      This is a private app. Zapier has very limited details on this app and as a result can’t offer support for it. If you have questions about this app, please reach out to the person who gave you access to this Zap.
    • DocusignCLIAPI@1.3.2 logo

      DocuSign (1.3.2)

      Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
    • CloseIOCLIAPI@2.0.5 logo
    • DocuSign (1.3.2) logo

    CloseIOCLIAPI@2.0.5 + DocuSign (1.3.2)

    Check out all the other ways you can connect CloseIOCLIAPI@2.0.5 and DocuSign (1.3.2).
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