Docusign + Redtail CRM
Create api requests in DocuSign for new Redtail CRM activities
Boost your efficiency by creating a seamless workflow between Redtail CRM and DocuSign. With this automation, each time a new activity is added in Redtail CRM, a corresponding API request is sent to DocuSign, saving you time and effort. Simplify your document management process and ensure timely updates across both platforms.
Boost your efficiency by creating a seamless workflow between Redtail CRM and DocuSign. With this automation, each time a new activity is added in Redtail CRM, a corresponding API request is sent to DocuSign, saving you time and effort. Simplify your document management process and ensure timely updates across both platforms.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
