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

 

Thank you,

Richard

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!

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.

Hi @devonvmz 

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

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