Zapier and DocuSign

  • yvesfb
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yvesfb created the topic: Zapier and DocuSign

Hello,
I am interested in using DocuSign linked to some BreezingForms survey so that I can create king of contract to be electronically signed by the user.
Is it possible to integrate the DocuSign e-signature/validation and generation of document by using the Zapier plugin of BreezingForms?
if yes, any supplementary hints or suggestion in addition to the documentation crosstec.org/en/support/online-documenta...rms-integration.html ?
Thanks
yves
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TheMuffinMan replied the topic: Zapier and DocuSign

Hi,

it should work, maybe with some tweaks. What I cannot find is how the core-workflow for DocuSign works: Does the integration need to load their signature field or can we forward a signed image to zapier (and they forward it to DocuSign)?

If you know this, then please let me know and I am happy to assist from here.

Regards,
Markus

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#241133
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yvesfb replied the topic: Zapier and DocuSign

Hi Markus,

I don't have much information yet. but I found this info on Zapier:
- examples of workflows: zapier.com/blog/updates/2117/docusign-integrations
- zapier page on docusign help: zapier.com/apps/docusign/help
- zapier: get to know docusign: zapier.com/apps/docusign

and from docusign:
- www.docusign.com/partner/zapier
- but there are apparently some limitations: support.docusign.com/s/question/0D51W000...egration-with-zapier

Does it help you?
I will still look further also.
Thanks
yves
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TheMuffinMan replied the topic: Zapier and DocuSign

Hi,

it seems the user will receive an email with a link to leave the signature.

This would mean in turn all you need to do is forwarding the email from the form to zapier.

If you want I can give you the pro version with the zapier plugin and you try it out.

Regards,
Markus

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#241165
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yvesfb replied the topic: Zapier and DocuSign

Hi,

Thanks. yes I will give a try.
If you mean the pro version of BreezingForms, I already have it. if it is a pro version of the zapier plugin, I am not sure I have it. (I installed the plugin which is inside the BreezingForm amin zip file).

regards
yves
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TheMuffinMan replied the topic: Zapier and DocuSign

Hi,

the zapier login is located in the main download files.
After unzipping, you find it in /extensions/addons/.

Install and enable it as regular joomla plugin, then you can use zapier in your form => advanced => more options => zapier tab.

If you encounter any kind of issue, feel free to continue in this thread.

Regards,
Markus

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#241179
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