Set a reminder in iOS Reminders to follow up whenever a Docusign envelope is completed
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Other popular DocuSign workflows and automations
1- When a new Calendly event schedule is created, send the creator a signature request in DocuSign
- Receive a phone call whenever a Docusign envelope is completed
- Send Slack messages for new sent DocuSign envelopes
- Add Mailchimp subscribers from newly completed DocuSign envelopes
- When a Zoom call ends, create a signature request in DocuSign
- Send a text message to a number when a Docusign envelope is completed
- Add Google Sheets rows for new completed DocuSign envelopes 2
- Create a Zoom meeting once a DocuSign envelope is completed
Useful DocuSign and Evernote integrations
Triggers (If this)
New note in a notebookThis Trigger fires every time you create a new note in a specific notebook.- Envelope sentThis trigger fires when an envelope is sent.
- Add a specific tag to noteThis Trigger fires every time you add a specific tag to any of your notes.
- Envelope completedThis trigger fires when an envelope is completed.
Actions (Then that)
- Create a noteThis Action will create a new note in the notebook you specify.
- Create signature requestThis action will create a new signature request from a template.
- Append to noteThis Action will append to a note as determined by its title and notebook. Once a note’s size reaches 2MB a new note will be created.
- Append a to-do to noteThis Action will append a to-do checkbox to a note as determined by its title and notebook. Once a note’s size reaches 2MB a new note will be created.
- Create a link noteThis Action will create a new link note from a source URL in the notebook you specify.
- Create image note from URLThis Action will create a new note with an image attachment in the notebook you specify.
- Create an audio note from URLThis Action will create a new note with an audio attachment in the notebook you specify.
DocuSign and Evernote resources
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