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Connect VanillaSoft to Docusign and automate your work

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DocusignDocusign
2. Choose an Action
The event an automation performs after it's triggered
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Select a trigger from VanillaSoft

A trigger is an event that starts your Zap and runs the workflow. For example, with VanillaSoft, a trigger could be "Result a Contact."
A trigger is the event that kicks off your automated workflow.

Setup an action from Docusign

An action is what takes place after the automation is triggered. For example, with Docusign, the action could be "Send Envelope Using Document."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected VanillaSoft to Docusign

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Triggers and actions are the main components of every automated workflow.

Connect VanillaSoft and Docusign to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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Connect VanillaSoft and Docusign to unlock the power of automation

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Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • VanillaSoft Zap Name
      Required
    • Description
      Required
    • VanillaSoft Project Name
      Required
    • Email on Success
    • Email on Error
      Required
    • Create New Contacts
      Required
    • Flag New Contacts
      Required
    • Route New Contacts as a First Priority
      Required
    • Delay Routing of New Contacts
    • Create Duplicates For Contacts That Share The Same Phone Number
      Required
    • Flag Duplicates
      Required
    • Error response for duplicate contact
    • Update existing contacts
      Required
    • Update Key Field
      Required
    • Route Updated as a First Priority
      Required
    • Reopen and flag updated contacts (Recommended)
      Required
    Action
    Write
  • Docusign triggers, actions, and search
    New Folder

    Triggers when a new folder is created.

    Trigger
    Scheduled
    Try It
    • Template ID
    • Brand ID
    • Email Subject
    • Email Body
    Action
    Write
    • HTTP Method
      Required
    • URL
      Required
    • Query String Parameters
    • Headers
    • Additional Request Headers
    • Body
    Action
    Write

Automate Docusign: get inspired on the Zapier blog

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About VanillaSoft
VanillaSoft is a CRM app that combines the best of CRM, Lead Management and Telemarketing applications into one of the most capable phone sales environments.
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  • CRM (Customer Relationship Management)
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    docusign logo
    docusign logo
    About Docusign
    Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
    Help
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