HubSpot Ideas

adamvlaw

Docusign Enrollment Trigger & Action

1. Enrollment Trigger or Active List Trigger: We should be able to use the Docusign integration to check to see if a contact has completed a particular form (Docusign envelope) without it being a timeline event and start them in a workflow or get them on a specific active list.

 

2. Send Docusign Envelope Action: There should be a way to add this action within a workflow so you can select a Template from Docusign and automate the sending of that template out to a contact when the action is triggered.

2 Replies
GMcGee
Participant | Elite Partner

PLEASE!

NSalinasMoral
Member

Something to tag along to this idea is suggesting to make ANY Integration Event(class=CompactIntegrationEvent__StyledDiv) available as new Enrollment Triggers to create workflow automations from event notifications delivered through any marketplace listing using the activity records.

 

Hopefully this request tackles multiple use cases and not just Docusing