Set a reminder in iOS Reminders to follow up whenever a Docusign envelope is sent
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Other popular DocuSign workflows and automations
1- When a Zoom call ends, create a signature request in DocuSign
- When a Google Form is completed, send the respondent a Docusign signature request1
- Automatically create a Google Task when a customer completes their DocuSign envelope
3 - Set a reminder in iOS Reminders to follow up whenever a Docusign envelope is completed1
- Send a text message to a number when a Docusign envelope is sent
- Create a Zoom meeting once a DocuSign envelope is completed
- When a new Calendly event schedule is created, send the creator a signature request in DocuSign
- Create DocuSign signature requests from new responses in Google Forms
Useful DocuSign and Trello integrations
Triggers (If this)
Card added to boardThis Trigger fires every time a card is added to a specific board.- Envelope sentThis trigger fires when an envelope is sent.
- Card added to listThis Trigger fires every time a card is added to a specified list.
- Envelope completedThis trigger fires when an envelope is completed.
- Card assigned to meThis Trigger fires every time a card is assigned to you.
DocuSign and Trello resources
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