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DocuSign
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QuickBooks Online
and unlock powerful automations
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Other popular DocuSign workflows and automations
Create a Google Calendar event once 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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Automatically create a Google Task when a customer completes their DocuSign envelope
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Whenever a Docusign envelope is completed, upload the document to Google Drive
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When a DocuSign envelope is completed, create a new activity in Pipedrive
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Create a iOS Calendar event whenever a Docusign envelope is completed
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Create a Zoom meeting once a DocuSign envelope is completed
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Send emails from Gmail when new DocuSign envelopes are completed
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Add Google Sheets rows for new completed DocuSign envelopes
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Useful DocuSign and QuickBooks Online integrations
Triggers (If this)
New customer
This trigger fires when there is a new customer.
Envelope sent
This trigger fires when an envelope is sent.
New invoice
This trigger fires when a new invoice is created.
Envelope completed
This trigger fires when an envelope is completed.
New payment
This trigger fires when a new payment is created.
Queries (With)
Find customer
This query returns Quickbooks Online customers.
Actions (Then that)
Create customer
This action will create a customer.
Create signature request
This action will create a new signature request from a template.
Create invoice
This action will create a Quickbooks Online invoice.
Create sales receipt
This action will create a sales receipt.
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