Docusign + Insightly
Send envelopes using template with DocuSign when updated field on records in Insightly occurs
Streamline your document signing process with this workflow. Whenever a field is updated on a record in Insightly, it triggers the sending of an envelope using a chosen template in DocuSign. This smooth process enables efficient updating of your digital paperwork, saving you time and maintaining accuracy in every step. A perfect solution for businesses looking to optimize their document management systems.
Streamline your document signing process with this workflow. Whenever a field is updated on a record in Insightly, it triggers the sending of an envelope using a chosen template in DocuSign. This smooth process enables efficient updating of your digital paperwork, saving you time and maintaining accuracy in every step. A perfect solution for businesses looking to optimize their document management systems.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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