Docusign + TrackVia
Update TrackVia records when DocuSign envelope status changes
Keep your business workflow organized and efficient with this DocuSign to TrackVia automation. Whenever an envelope status is updated in DocuSign, a new record is added in TrackVia. This way, your team can easily manage document updates and streamline their administration tasks without needing to manually transfer information between platforms.
Keep your business workflow organized and efficient with this DocuSign to TrackVia automation. Whenever an envelope status is updated in DocuSign, a new record is added in TrackVia. This way, your team can easily manage document updates and streamline their administration tasks without needing to manually transfer information between platforms.
- When this happens...Envelope Status Updated
Triggers 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.
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Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItEvents to MonitorRequired
Try ItWarning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItWarning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try It
Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItWarning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItWarning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItWarning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try It
