Skip to main content
Best answer

Need help configuring a Zap with Systeme.io and YouSign

  • February 8, 2025
  • 4 replies
  • 46 views

Bonjour,

Je me permets de vous contacter car je débute avec Zapier et je vais avoir besoin d’aide pour configurer les étapes d’un Zap s’il vous plaît.

Suite à l’achat d’une formation sur Systeme.io, je souhaite pouvoir envoyer un contrat de formation à mes clients via YouSign et la signature de ce contrat ouvrira l’accès à la formation complète sur Systeme.io.

Pour le moment j’ai crée un Zap en 3 étapes:
- le déclencheur est l’achat de ma formation sur Syteme.io

​​​​​​​-ensuite j’ai une seconde étape sur YouSign mais là première difficulté, je ne parviens pas à choisir une autre action que “Créer un contact”. De plus, dans la configuration, je dois ajouter tout un tas d’informations de contact que je ne sais pas remplir.

​​​​​​​-enfin la troisième étape permet d’avoir accès au contenu total de la formation sur Systeme.io mais là aussi dans la configuration je dois ajouter un champ e-mail que je ne sais comment remplir.

​​​​​​​Je vous remercie par avance pour votre aide.

Best answer by Troy Tessalone

Hi ​@Géraldine Dly 

Does not appear Yousign supports sending contracts, so you may want to explore using a different esign app that has more triggers/actions.

https://zapier.com/apps/categories/documents

https://zapier.com/apps/categories/signatures

 

In general, you will need 2 Zaps.

Zap 1

  1. Trigger: Systeme.io - New Sale
  2. Action: Esign -
    1. App is TBD

Zap 2

  1. Trigger: Esign - Request Completed
    1. App is TBD
  2. Action: Systeme.io - Create or Update a Contact and Grant Access to Course
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

4 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • February 8, 2025

Hi ​@Géraldine Dly 

Translated to English:

Hello,

I am contacting you because I am new to Zapier and I will need help to configure the steps of a Zap please.

Following the purchase of a training course on Systeme.io, I would like to be able to send a training contract to my clients via YouSign and the signing of this contract will open access to the complete training course on Systeme.io.

For the moment I have created a Zap in 3 steps:
- the trigger is the purchase of my training course on Syteme.io

​​​​​​- then I have a second step on YouSign but there is the first difficulty, I cannot choose an action other than “Create a contact”. In addition, in the configuration, I have to add a whole bunch of contact information that I do not know how to fill in.

​​​​​​​-finally the third step allows you to have access to the total content of the training on Systeme.io but there too in the configuration I have to add an e-mail field that I don't know how to fill in.

​​​​​​​I thank you in advance for your help.


Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • Answer
  • February 8, 2025

Hi ​@Géraldine Dly 

Does not appear Yousign supports sending contracts, so you may want to explore using a different esign app that has more triggers/actions.

https://zapier.com/apps/categories/documents

https://zapier.com/apps/categories/signatures

 

In general, you will need 2 Zaps.

Zap 1

  1. Trigger: Systeme.io - New Sale
  2. Action: Esign -
    1. App is TBD

Zap 2

  1. Trigger: Esign - Request Completed
    1. App is TBD
  2. Action: Systeme.io - Create or Update a Contact and Grant Access to Course

Merci, je vais regarder si je trouve une application de signature électronique plus adaptée.

 

Moderator translation to English:
Thank you, I will see if I can find a more suitable electronic signature application.

SamB
Community Manager
Forum|alt.badge.img+11
  • Community Manager
  • March 3, 2025

Hi ​@Géraldine Dly! 👋

Were you able to find an alternative app that works for your needs?

I want to make sure this gets sorted—let us know if you still need help or have any questions. 🙂