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Docusign Q

  • 27 March 2020
  • 2 replies

Hello community!

My name is Jordan, and I am trying to create a next-level Zap, but my question is: Is it possible to trigger a Zap only when a specific template in a Docusign account is used?


Best answer by Liz_Roberts 27 March 2020, 15:51

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Hi @j_grayland ,

Thanks for reaching out! The only triggers available for DocuSign are New Folder and Envelope Sent/Completed but depending on your desired workflow, you could try adding a filter after the trigger similar to the below:

This could help you continue the action only if the Folder met certain criteria. Not sure if that fits in to your workflow but please let us know if you have any further questions!

Thank you so much, Liz! I think that is the perfect solution.