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.
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.Apptivo Integrations
Apptivo + DocuSignSend Envelope in DocuSign when New Customer is created in apptivo Read More...
It's easy to connect DocuSign + Apptivo without coding knowledge. Start creating your own business flow.
Trigger when a status of the envelope changed.
Trigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
Create Signature Request
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
DocuSign and Apptivo are two of the leading players in the software industry. However, it is highly important for these two companies to integrate their software to provide a better customer experience. This will help both the companies to grow their business in the long-term.
Integrating DocuSign with Apptivo will help the companies to see each other’s data and perform all the necessary tasks related to customer service. Every time customers sign a document in DocuSign, information from this process should be sent to Apptivo where you can create a ticket for each document signed by the customer. This will help you to organize your work in a more efficient way.
Both companies have been using different CRM systems for a long time period and their processes were not effective at all. Integrating their systems will help them spve this problem. It will shorten the time employees need to take decisions about processing customer requests and it will reduce the number of errors made by employees when they are working on customer requests. In addition, since people will be able to access all necessary information from one system, they will not need to carry out a lot of additional actions which leads to much higher productivity.
The integration of DocuSign and Apptivo will bring a lot of benefits to both parties. It will allow them to spve various problems they face now and it will help them increase their sales in the long-term.
The process to integrate DocuSign and Apptivo 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.