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  • Docusign logoDocusign logo
  • Slack logoSlack logo
  • Maximizer CRM logoMaximizer CRM logo
  • Docusign logoDocusign logo
  • Slack logoSlack logo
  • Maximizer CRM logoMaximizer CRM logo

Docusign + Slack + Maximizer CRM

Docusign + Slack + Maximizer CRM

Docusign + Slack integrations

Create notes in Maximizer when new DocuSign envelopes are completed and send notifications in Slack

Automatically generate notes on corresponding leads or Address Book entries in Maximizer whenever your DocuSign envelopes are completed, and receive automatic notifications in Slack. Stay organized, streamline your document workflow, keep your team updated, and never miss an opportunity to follow up with customers. Try it now and experience the power of automation at your fingertips!

  1. When this happens...
    Envelope Status Updated
    Envelope Status Updated
    Envelope Status UpdatedTriggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Some data may be unavailable if you do not have full access to the envelope.
  2. automatically do this...
    Create Note
    Create Note
    Create NoteCreates new Note for Address Book/Opportunity/Lead/Case entry
  3. then do this!
    Send Channel Message
    Send Channel Message
    Send Channel MessageTriggers when a new message is posted to a specific #channel you choose.
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More things you can do with these apps

Discover other triggers and actions you can use with Docusign, Maximizer CRM, and more

  • Docusign triggers, actions, and search
    Click Agreed

    Triggers when a recipient accepted a clickwrap agreement.

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    • Events to Monitor
      Required
    Trigger
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    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
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    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
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  • Docusign triggers, actions, and search
    Click Declined

    Triggers when a recipient declined a clickwrap agreement.

    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
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About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
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Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.
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