DocuSign, CRM workflow using Zapier API or alternative solution.
Budget: $30 – $250 USD
As a proficient developer, I'm looking for assistance to build Zapier triggers that can be activated once a CRM record is updated. Specifically in AgencyBloc CRM - API Documentation will be provided, this trigger should trigger events from Zapier between AgencyBloc CRM and DocuSIgn
To meet this project's requirements, you should:
- Be proficient in the use of Zapier and its many triggers, particularly those associated with API
- Have extensive experience with Zapier, DocuSign, and CRM events, updates and triggers.
- Know how to reliably trigger events with Zapier when a CRM Policy record is updated
- Understand the mechanics of updating specific information in AgencyBloc, DocuSIgn Envelopes consequent to the CRM record change
Your responsibilities would include:
- Create WORKFLOW When a Policy Record is updated in CMS triggers the following ACTIVITY in CMS Updates Policy in CMS
- Create Activity in CMS New Activity Fields insert Data to Activity Field Create Docusign Envelope or pull contract from Docusign Associate with CMS - Record ID
- Insert Data from associated record ID
- Insert Data to DOCUSIGN TEMPLATE from associated Policy Record ID
- Capture DocuSign REVIEW LINK Executed Agreement returned
Trigger
- Create Activity in CMS New Activity Fields insert Data to Activity Field
- Create Docusign Envelope or pull contract from Docusign Associate with CMS - Record ID
Update New Activity Fields to be updated
Create Docusign Envelope or pull contract from Docusign
- Insert Data to Docusign Envelope for Signature
INSERT DOCUSIGN TEMPLATE FIELD UPDATES
Capture DocuSign REVIEW LINK
Send Docusign via email
Executed Agreement returned
- Update CMS Custom Field
- Upload Docusign Agreement
Applicants who have prior experience with Zapier, WordPress, and CRM will be given preferential consideration. Please include any such experience in your proposal.
Thank you for your time and attention
To meet this project's requirements, you should:
- Be proficient in the use of Zapier and its many triggers, particularly those associated with API
- Have extensive experience with Zapier, DocuSign, and CRM events, updates and triggers.
- Know how to reliably trigger events with Zapier when a CRM Policy record is updated
- Understand the mechanics of updating specific information in AgencyBloc, DocuSIgn Envelopes consequent to the CRM record change
Your responsibilities would include:
- Create WORKFLOW When a Policy Record is updated in CMS triggers the following ACTIVITY in CMS Updates Policy in CMS
- Create Activity in CMS New Activity Fields insert Data to Activity Field Create Docusign Envelope or pull contract from Docusign Associate with CMS - Record ID
- Insert Data from associated record ID
- Insert Data to DOCUSIGN TEMPLATE from associated Policy Record ID
- Capture DocuSign REVIEW LINK Executed Agreement returned
Trigger
- Create Activity in CMS New Activity Fields insert Data to Activity Field
- Create Docusign Envelope or pull contract from Docusign Associate with CMS - Record ID
Update New Activity Fields to be updated
Create Docusign Envelope or pull contract from Docusign
- Insert Data to Docusign Envelope for Signature
INSERT DOCUSIGN TEMPLATE FIELD UPDATES
Capture DocuSign REVIEW LINK
Send Docusign via email
Executed Agreement returned
- Update CMS Custom Field
- Upload Docusign Agreement
Applicants who have prior experience with Zapier, WordPress, and CRM will be given preferential consideration. Please include any such experience in your proposal.
Thank you for your time and attention