I set up a zap between my CRM (Ontraport) and Docusign.
I went to add another step in the zap, where once the client signs the contract it will tag them in Ontraport.
But when I go to add the event it only gives me one option, which is request a signature. I did that in the first step.
How do I get it to populate the event of "completed signature"?
I think the problem may be that it isn't recognizing the signature.
How do I retest the Send Signature Request with a different email address?
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Hey
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This is why I was saying you need to set this as a totally new Zap :)
The problem is that trigger is not an option. It only gives me one option which is to request signature.
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Hi
this would be another zap where the Trigger is Docusign > Envelope Sent or Completed > Envelope Completed
In this new zap you can add the action for Ontraport
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This still would need to be configured and new screenshot posted in order for us to better advise.
The steps are configured like this:
Ontraport tags them as need to sign - which works
Docusign send the contract - which works
Ontraport tags them as signed - WILL NOT POPULATE this tag
I am not sure what the problem is. But I think its because the test I did (which worked) is to an email address I dont have access too to sign the contract (a previous person I hired). Now I want to send the test to my own email, sign it and see it that will allow the next step to populate. Now sure how to add a new test email though?
Not even sure if thats the problem
You can’t really see all of that from the picture
+14
Hi
Good question.
Can you provide detailed screenshots with how your Zap steps are configured in order for us to have context?
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