Circle + Docusign
Send Circle invitations for members when DocuSign envelopes are sent or completed
Easily streamline your onboarding process for new members with this workflow. Whenever an envelope is sent or completed in DocuSign, it will trigger an invitation for the signee to join your Circle community. This automation reduces manual tasks and ensures a seamless experience for your new community members.
Easily streamline your onboarding process for new members with this workflow. Whenever an envelope is sent or completed in DocuSign, it will trigger an invitation for the signee to join your Circle community. This automation reduces manual tasks and ensures a seamless experience for your new community members.
- 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!Invite Member
Invite a member to your community.
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