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Docusign completion

  • November 18, 2020
  • 10 replies
  • 94 views

When I receive an email from Docusign with the subject “Completed: XXX“ I would like Zapier to forward that email to Dotloop so it creates a loop. How do you do that?

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10 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • November 19, 2020

  • Author
  • Beginner
  • November 19, 2020

@Troy Tessalone Looks like this will not work since I do not need a new Dotloop for every completed Docusign.  I need it for only those that have a specific subject line.


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • November 19, 2020

You can specify a Status of “Completed” as part of the Zap trigger.

Otherwise, try adding a FILTER step to the Zap: https://zapier.com/apps/filter/help

 


  • Author
  • Beginner
  • November 19, 2020

@Troy Tessalone Will this process also add the files to the newly created Dotloop?


  • Author
  • Beginner
  • November 19, 2020

Could I find the new mail I receive in gmail > Then forward it so it comes from my main email address to an email address? @Troy Tessalone 

 


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • November 19, 2020

Thru the Dotloop Zap action there does not appear to be a field for adding files.


Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • November 19, 2020

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • November 19, 2020

You might be able to configure a Gmail rule to forward applicable emails to Dotloop and not actually need Zapier.


  • Author
  • Beginner
  • November 19, 2020

Dotloop allows you to Create A Loop Via Email (see link)

https://support.dotloop.com/hc/en-us/articles/202789953-Create-A-Loop-Via-Email

I would like to create a zap that will see a specific email that comes in from Docusign. Then send it to Dotloop via email. 

I’m not finding anyway to do this via parser or gmail. 


Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • November 19, 2020

You might be able to configure a Gmail rule to forward applicable emails to Dotloop and not actually need Zapier.


Article: https://support.google.com/mail/answer/6579?hl=en