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Best answer

How to use SuiteDash and DocuSign to request signature?

  • August 18, 2021
  • 3 replies
  • 40 views
D

Is there any detailed documentation on using SuiteDash with Docusign to request a digital signature?

 

Thank you,

Richard

Best answer by Troy Tessalone

Hi @devonvmz 

There is no specific documentation because there are many possible combinations of how to configure an automation (Zap) between these 2 apps, so maintaining documentation for all the possible combinations wouldn’t be sane for all the apps available to use in Zaps.

Most Zap apps also have Help articles available for reference.

SuiteDash: https://zapier.com/apps/suitedash/help

DocuSign: https://zapier.com/apps/docusign/help

 

Best path forward, would be to try to build a Zap with triggers/actions for your desired workflow and fill in the required data points as indicated in the Zap editor wizard.

Zap Basics: https://zapier.com/help/create/basics

TIP: When in doubt, try it out!

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • August 18, 2021

Hi @devonvmz 

Check out the available Zap app triggers/actions available for these apps: https://zapier.com/apps/suitedash/integrations/docusign

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
D
  • devonvmzBeginner
  • Author
  • Beginner
  • August 18, 2021

Hi @devonvmz 

Check out the available Zap app triggers/actions available for these apps: https://zapier.com/apps/suitedash/integrations/docusign

I did. But there is no specific info on how to use the intergration between SuiteDash and Docusign.

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • Answer
  • August 18, 2021

Hi @devonvmz 

There is no specific documentation because there are many possible combinations of how to configure an automation (Zap) between these 2 apps, so maintaining documentation for all the possible combinations wouldn’t be sane for all the apps available to use in Zaps.

Most Zap apps also have Help articles available for reference.

SuiteDash: https://zapier.com/apps/suitedash/help

DocuSign: https://zapier.com/apps/docusign/help

 

Best path forward, would be to try to build a Zap with triggers/actions for your desired workflow and fill in the required data points as indicated in the Zap editor wizard.

Zap Basics: https://zapier.com/help/create/basics

TIP: When in doubt, try it out!

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
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