DocuSign - Send documents to signature

With the action “DocuSign - Send documents to signature”, you can send documents from a files field to signature automatically when the chosen trigger is activated.

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Trigger -> Action

The most important thing about a trick is understanding its conditions and actions. They have a simple generic structure:

When the condition (trigger) happens, then do (action).
Trigger -> Action

How to create

You just have to click on the "+ Automations" icon on the upper right corner of the screen to open the No code automations panel, and then on the "+ Create new automation" button:

Select the trigger of your choice to activate the action, then select the "DocuSign - Send documents to signature" action, and fill in the options:

• Connect with your DocuSign account

• Add signers information

• Add carbon copy recipients(optional)