Docusign + Kartra
Assign tags to leads in Kartra when envelope status gets updated in Docusign
Whenever a status update occurs in Docusign, this workflow seamlessly manages your leads by assigning specific tags within the Kartra app. It ensures your digital document processes remain organized and tailored to each lead's status. With this, you can maintain efficient lead management and avoid manual assignment, saving your team valuable time and energy.
Whenever a status update occurs in Docusign, this workflow seamlessly manages your leads by assigning specific tags within the Kartra app. It ensures your digital document processes remain organized and tailored to each lead's status. With this, you can maintain efficient lead management and avoid manual assignment, saving your team valuable time and energy.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
- automatically do this!Assign Tag to Lead
Assign a lead to tags in your Kartra account.
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