Send envelopes using templates in DocuSign when new leads subscribe to list in Kartra
Boost your productivity by linking Kartra and DocuSign. When a lead subscribes to a list in Kartra, it prompts the use of a pre-set template in DocuSign, reducing manual data handling. This workflow streamlines administrative processes, freeing you to focus more on your crucial business tasks.
Boost your productivity by linking Kartra and DocuSign. When a lead subscribes to a list in Kartra, it prompts the use of a pre-set template in DocuSign, reducing manual data handling. This workflow streamlines administrative processes, freeing you to focus more on your crucial business tasks.
- When this happens...Lead Subscribes to List
Triggers when a lead is subscribed to a list.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
- Free forever for core features
- 14 day trial for premium features & apps