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Integrating Customerly with DocuSign by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Customerly and DocuSign

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Integrations for Customerly
About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

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.

Integrations for DocuSign
DocuSign Alternatives

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Connect Customerly + DocuSign in easier way

It's easy to connect Customerly + DocuSign without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • New/Update Envelope

    Trigger when a status of the envelope changed.

  • Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

How Customerly & DocuSign Integrations Work

  1. Step 1: Choose Customerly as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick DocuSign as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Customerly to DocuSign.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 2:02 am
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