An automated workflow using ifttt
Connects DocuSign + SMS
Get SMS texts for newly completed DocuSign envelopes
About this workflow template
This automation scenario allows you to connect DocuSign and SMS
It can be build using Ifttt, a no-code workflow automation tool. Ifttt allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
DocuSign and SMS can also be integrated using automation tools other than ifttt:
How it works?
When this trigger fires in DocuSign
Envelope completed in DocuSign
This trigger fires when an envelope is completed.
Then this action happens in SMS
Send me an SMS in SMS
This Action will send an SMS to your mobile phone.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Get SMS texts for newly completed DocuSign envelopes.
Part I
Configure Applications
First, we need to connect DocuSign and SMS to IFTTT.
Create IFTTT account.
Create IFTTT account if you don't have one.
Connect DocuSign to IFTTT.
Give IFTTT access to your DocuSign account, using DocuSign credentials.
Connect SMS to IFTTT.
Give IFTTT access to your SMS account, using SMS credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of IFTTT.
Set up a Trigger action for DocuSign
Choose the following trigger: Envelope completed (This trigger fires when an envelope is completed.).
Then set up an Action for SMS
Choose this action: Send me an SMS (This Action will send an SMS to your mobile phone.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between DocuSign and SMS.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Get SMS texts for newly completed DocuSign envelopes!
Related Automation Templates
Supported triggers and actions
Envelope status updated
Triggers when an envelope is sent, completed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
triggerbyzapierNew folder
Triggers when a new folder is created.
triggerbyzapierpipedreamEnvelope sent or complete
Envelope sent or complete
triggerbypipedreamEnvelope completed
Triggers when an envelope you sent gets completed
triggerbyautomateioiftttEnvelope sent
Triggers when a new envelope is sent
triggerbyautomateioiftttWatch events
Triggers when an envelope or recipient status is changed.
triggerbyintegromat
Send sms
Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
actionbyzapierautomateiopipedreamSend me an sms
This Action will send an SMS to your mobile phone.
actionbyiftttCall phone
Make a phone call to a number. Notice that a successful action means that the call has been queued, not completed. (Deprecated, no longer available for new customers)
actionbyzapierSend sms (legacy)
Send an SMS to a number.
actionbyzapierSend ifttt an sms tagged
Send IFTTT a tagged SMS by adding a hashtag symbol anywhere in the message (e.g. #IFTTT).
triggerbyiftttSend ifttt any sms
This Trigger fires every time you send any SMS to your IFTTT phone number.
triggerbyifttt
Apps you need
DocuSign
Electronic signatures platform, which ensures the security, mobility, reliability, and ease of use
IFTTT helps to create applications connections with a simple statement: if this then that. For example: "Tweet your Instagrams as native photos on Twitter". You define a task by a trigger and an action.
