DashClicks integration with DocuSign
How to Send DocuSign agreements when new deals are won in DashClicks
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send DocuSign agreements when new deals are won in DashClicks" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate DashClicks integrations
DashClicks actions
Nekton can use any feature that is available in DashClicks API.
Using our advanced AI, you can easily create custom automations for DashClicks.
Here are some typical actions you can do in your automated workflows.
Update a Deal (Deals)
Update an existing deal in your Deals App
Create New Instasite (Instasites)
Create a new instasite in your Instasites App
Search Businesses
Search for matching businesses from your Contacts App.
Search People
Search for matching people from your Contacts App.
Find or Create a Deal
Finds or creates a specific search deals.
Create New Instareport (Instareports)
Create a new instareport in your Instareports App
About DashClicks
DashClicks is SaaS product offering a variety of digital marketing services and software solutions generate leads and facilitate sales.