Connect DocuSign to Triggerbee
Connect DocuSign to Triggerbee through Zapier and send what happens on your website on to DocuSign.
Triggerbee and DocuSign
DocuSign connects to Triggerbee through Zapier. When a visitor session happens on your website, Triggerbee starts a Zap and passes along the visitor’s properties and anything they entered in a Triggerbee form. Zapier then acts in DocuSign.
What you can do
Send form details to DocuSign
When a visitor fills in a Triggerbee form, the Zap passes the form fields on, ready for any action Zapier offers for DocuSign.
Fewer details typed twice
Names, emails and company details from the form go to DocuSign as they were entered.
Run the campaigns that start it all
Build sign-up forms, promotions, surveys and gamification in Triggerbee’s editor, and show them to the right visitors.
Set up DocuSign through Zapier
- Generate an API key in Triggerbee.
- In Zapier, create a Zap with Triggerbee as the trigger and connect it with the API key.
- Add a DocuSign action and map the visitor and form fields you want to send.
- Choose the Zap in Triggerbee where you want onsite activity to start it.
Questions
Can I target website campaigns with DocuSign data?
Not through Zapier. The connection runs one way: Triggerbee sends data to DocuSign, nothing comes back. If you need DocuSign data for targeting, talk to us about a custom integration.
What does Triggerbee send to DocuSign?
The visitor’s session properties and the fields from Triggerbee forms. You choose what to use in the Zap.