DocuSign : Automatically send a document when a Contact is created in Salesmate

DocuSign helps business owners collect electronic signatures and manage digital transactions by sending documents via Email. With DocuSign, you can send online documents to people who need to sign them and then collect and manage those signatures.

By integrating DocuSign with Salesmate, you can easily send documents as soon as any contact is created in Salesmate.

Here's how you can set this up using Zapier.

You will need the following working accounts to configure this integration:

• Zapier
• DocuSign

In Zapier, follow the below steps to create your Zap: 

1. Click on Create Zap: https://zapier.com/app/zaps

• Choose a Trigger App: Salesmate 

• Choose Trigger Event : New Contact

• Click on Continue

• Select Connect to your Salesmate account : Choose account
• Select an existing account or Connect to a new Salesmate account, to connect new account please follow the steps below:
  
  • Host / Domain Name : Eg : demoxyz.salesmate.io
  • Access Key / Secret Key / Session Token
  • To access, click on your Profile icon top right corner
  • Go to My Account > Access Key 
  • Copy and Enter the respective keys viz.
  • "Access Key" / "Secret Key" / "Session Token"

• Or select an already connected Salesmate account

 Click Yes, Continue

Paste your key back into your Zapier account and then “Continue”. If your API was entered correctly your Salesmate account will now be successfully connected. 

• Test your Salesmate connection

2. Select the Action App: DocuSign

• Choose Action Event: Create Signature Request 

• Click on Continue

• Choose your DocuSign Account 

• After Authorizing your account click on Continue
• Customize Signature Request

• Click on Continue
• Test DocuSign 

• You should get a successful message

Don’t forget to turn your Zap ON and you are all set !! 

After setting up your Zap, once a Contact is created in Salesmate, an Email will be sent automatically to contact from DocuSign as per the template provided.