SHEF: Docusign-->Katra- Create New Lead and Tag (Homepage Form Subscriber, Enroll Page Access)

“Anytime an envelope sent or completed is created in DocuSign, filter my data in Filter by Zapier, create new lead in Kartra, etc.”

created by Ross Sorenson

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How Zapier works (57 sec)

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Get back 1.2 hrs /week
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This Zap uses the following 4 apps

DocuSign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Kartra
Kartra is an all-in-one solution to manage your online business: checkout, automated email campaigns, site builder, membership portals, etc.
WishList Member
WishList Member is a powerful & easy to use plugin for running a membership site with WordPress. (Requires WishList Member 3.0 or higher).

More ways to use these popular apps!

Check out all the other ways you can connect DocuSign and Filter by Zapier.