Create signature requests in DocuSign from new workflow completions in Malcolm!

First, we need to connect Malcolm! and DocuSign to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Malcolm! to Zapier.

  Give Zapier access to your Malcolm! account, using Malcolm! credentials.

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  Connect DocuSign to Zapier.

  Give Zapier access to your DocuSign account, using DocuSign credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Malcolm!

  Choose the following trigger: New Workflow Completion (Triggers when a Workflow is completed.).

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  Then set up an Action for DocuSign

  Choose this action: Create Signature Request (Creates a signature request.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Malcolm! and DocuSign.

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  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 Create signature requests in DocuSign from new workflow completions in Malcolm!!