Create Airtable records from newly completed DocuSign envelopes
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When a new Pipedrive activity is scheduled, create the a new signature request in DocuSign
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Send a text message to a number when a Docusign envelope is completed
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Create DocuSign signature requests from new responses in Google Forms
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Create a iOS Calendar event whenever a Docusign envelope is completed
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Set a reminder in iOS Reminders to follow up whenever a Docusign envelope is completed
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Create DocuSign signature requests from new Acuity Scheduling appointments
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Send Slack messages for new sent DocuSign envelopes
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When a new DocuSign envelope is completed, create a new Trello card
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Create your own DocuSign and Financial Audit with Caleb Hammer workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
4 triggers, queries, and actions
Envelope completed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an envelope is completed.
Envelope sent
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an envelope is sent.
New Episode
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when there is a new episode available for the "Financial Audit" YouTube channel
Create signature request
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new signature request from a template.
Create signature request
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new signature request from a template.
Envelope completed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an envelope is completed.
Envelope sent
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an envelope is sent.
New Episode
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when there is a new episode available for the "Financial Audit" YouTube channel
Build an automation in seconds!
If
Select a trigger the automation will use
Then
Select an action the automation will perform
You can add delays, queries, and more actions in the next step!
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How to connect to a DocuSign automation
Find an automation using DocuSign
Find an automation to connect to, or create your own!Connect IFTTT to your DocuSign account
Securely connect the Applet services to your respective accounts.Finalize and customize your Applet
Review trigger and action settings, and click connect. Simple as that!Upgrade your automations with
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More on DocuSign and Financial Audit with Caleb Hammer
About DocuSign
DocuSign is the #1 way to send and sign documents electronically. Make your business faster, simpler and more cost-efficient with electronic agreements.
DocuSign is the #1 way to send and sign documents electronically. Make your business faster, simpler and more cost-efficient with electronic agreements.
About Financial Audit with Caleb Hammer
Financial Audit - Welcome to the end of DEATH debt. Hosted by Caleb Hammer, who personally got out of private student loans, family debt, insane car debt, and completely turned his life around, Financial Audit is designed to help those who are in similar situations - with some tough love, of course.
Financial Audit - Welcome to the end of DEATH debt. Hosted by Caleb Hammer, who personally got out of private student loans, family debt, insane car debt, and completely turned his life around, Financial Audit is designed to help those who are in similar situations - with some tough love, of course.