Apptivo + DocuSign Integrations
Appy Pie Connect allows you to automate multiple workflows between Apptivo and DocuSign
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.
About DocuSign
Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.
DocuSign IntegrationsLooking for the DocuSign Alternatives? Here is the list of top DocuSign Alternatives
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Hellosign
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SignRequest
Best ways to Integrate Apptivo + DocuSign
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When this happens...
New Lead
Then do this...
Send Envelope
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When this happens...
New Lead
Then do this...
Create Signature Request
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When this happens...
New Case
Then do this...
Send Envelope
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When this happens...
New Case
Then do this...
Create Signature Request
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Apptivo + DocuSign
Send Envelope in DocuSign when New Customer is created in apptivo Read More...When this happens...
New Customer
Then do this...
Send Envelope
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Apptivo + DocuSign without coding knowledge. Start creating your own business flow.
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New Case
Trigger when new case created.
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New Contact
Trigger when new contact created.
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New Contract
Trigger when new contract created.
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New Customer
Trigger when new customer created.
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New Employee
Trigger when new employee created.
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New Lead
Trigger when new lead created.
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New Opportunity
Trigger when new opportunity created.
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Update Contact
Trigger when any contact update.
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New Update Envelope
Trigger when a status of the envelope changed.
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Add Employee
Add new employee.
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Create Case
Create a new case.
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Create Contact
Creates a new contact.
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Create Customer
Creates a new customer.
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Create Lead
Creates a new lead.
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Create Opportunity
Creates a new Opportunity.
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Create Signature Request
Create Signature Request
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Send Envelope
Send Envelope
How Apptivo & DocuSign Integrations Work
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Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick DocuSign as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Apptivo to DocuSign.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Apptivo and DocuSign
Integration of Apptivo and DocuSign
Benefits of Integration of Apptivo and DocuSign
Apptivo?
Apptivo is an application that helps businesses to track contacts, appointments, projects, tasks, expenses, time, reports, invoices, opportunities, etc. It is a cloud based CRM software which is designed to improve productivity and business efficiency. The application has a drag-and-drop user interface that makes it easy for the users to create custom dashboards to analyze data. You can also map any information system with Apptivo to easily use data from external sources. The spution is available as both on-premise and SaaS. With this spution, sales teams can easily connect with the sales information system and have it reflected in the CRM system. The sales team can also use Apptivo to enter sales opportunities or leads from the outside. In addition, the sales team can use Apptivo for lead scoring and tracking. Moreover, managers can use Apptivo for lead generation and pipeline management. Besides these, Apptivo allows you to manage customer calls, manage all activities related to them, etc. You can also configure Apptivo to send emails on behalf of your customers. The spution is highly customizable and allows users to add their own modules and extensions. Therefore, it can be used in different industries such as healthcare, travel industry, real estate, etc. However, the spution is not suitable for small businesses because it is not cost effective. In fact, the basic plan starts from $49 per month while the premium plan starts from $149 per month.
DocuSign?
DocuSign is a technpogy that allows users to electronically sign documents without going through the traditional methods of signing documents. This technpogy is suited for B2B applications where multiple parties are invpved in a contract or a deal. However, this technpogy is not good for B2C applications because it only works when there are multiple parties invpved in a transaction. DocuSign is mainly used by organizations to securely connect employees with customers and partners. The technpogy is used by enterprises such as Facebook, Linkedin, Zappos etc. It helps these organizations in digital transformation.
Conclusion. An organization should integrate DocuSign and Apptivo in order to increase efficiency and productivity of its employees. Integration will help employees to access all important information in one place and avoid redundancy in work and thus save time and effort.
The process to integrate Apptivo and DocuSign may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
