I need to figure out away to apply a tag in Infusionsoft when a SPECIFIC Template in Docusign is signed. I have a client that has multiple contracts but this action only needs to happen for 1.
This contract is not being sent through Workato. They are accessing it online.
Best Answer
A
Amanda Wong
said
over 4 years ago
Hi Adrian,
You can build a recipe workflow in Workato to trigger off a new document event in Docusign, which then matches the template used with your desired template. If no match was found, stop processing. Otherwise, continue on the workflow to search for contact in Infusionsoft and assign tag to contact. You can refer to this example: https://www.workato.com/recipes/907813
Answer
Amanda Wong
said
over 4 years ago
Hi Adrian,
You can build a recipe workflow in Workato to trigger off a new document event in Docusign, which then matches the template used with your desired template. If no match was found, stop processing. Otherwise, continue on the workflow to search for contact in Infusionsoft and assign tag to contact. You can refer to this example: https://www.workato.com/recipes/907813
Adrian Antigua
Docusign Template
I need to figure out away to apply a tag in Infusionsoft when a SPECIFIC Template in Docusign is signed. I have a client that has multiple contracts but this action only needs to happen for 1.
This contract is not being sent through Workato. They are accessing it online.
Hi Adrian,
You can build a recipe workflow in Workato to trigger off a new document event in Docusign, which then matches the template used with your desired template. If no match was found, stop processing. Otherwise, continue on the workflow to search for contact in Infusionsoft and assign tag to contact. You can refer to this example: https://www.workato.com/recipes/907813
Amanda Wong
Hi Adrian,
You can build a recipe workflow in Workato to trigger off a new document event in Docusign, which then matches the template used with your desired template. If no match was found, stop processing. Otherwise, continue on the workflow to search for contact in Infusionsoft and assign tag to contact. You can refer to this example: https://www.workato.com/recipes/907813