DocusignCLIAPI@1.3.3 logoCloseIOCLIAPI@2.0.5 logoCloseIOCLIAPI@1.2.1 logo

Docusign SENT

“Anytime an envelope sent or completed is created in DocuSign, find lead in Close and create note in Close.”

Will Glyncreated by Will Glyn

This Zap uses the private apps CloseIOCLIAPI@2.0.5 and CloseIOCLIAPI@1.2.1.

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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How Zapier works (57 sec)
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This Zap works in 3 steps …

  • Step 1 - Trigger

    Anytime an envelope status updated is created in DocuSign

  • Step 2 - Action

    Create loop from text in Looping by Zapier

  • Step 3 - Action

    Shorten url in URL Shortener by Zapier

    • 2.5 minutes to set up
    • Get back 2.9 hrs /week
    • 9 people use this app pairing

    This Zap uses the following 2 apps

    • DocuSign logo
    • CloseIOCLIAPI@2.0.5 logo

    DocuSign + CloseIOCLIAPI@2.0.5

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