Hello! Wondering if someone smart could please help me with this. We would like to have our Hubspot deal move to the next deal stage once the docusign is completed. There was a posting on this awhile back but I am still unsure on how to do this.
Thank you!
Hi
You can use the Docusign Trigger Envelope Completed to trigger the zap when any document is signed.
you can then use Hubspot action to Find a Deal then use the Update Deal action.
If you need more help, feel free to share more details and screenshots
Hey
Hello! Thank you for checking in, I have not had a change to try it out yet.
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