Create Eversign documents from a template and send them via Outlook 365
About
This template helps you create an Eversign document from a Template. Then, the eversign document is downloaded and sent via Microsoft 365 Email. The scenario can be setup to run automatically at a specific time interval (every day, week or a specific date).
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The Google Sheets module checks for matches between the sender’s email address and the list of client email addresses. If a match is found, the label client_mailbox is added to the email. More information here.
Every time a new row is added to your Google Sheets spreadsheet, Make will automatically create a document from an Eversign template with dynamic values. The template uses this example spreadsheet.
This template periodically checks for documents status in DocuSign and uses the retrieved information to update the corresponding record in a Google Sheets spreadsheet.
The template is using this sample Google Sheets spreadsheet as a source of the data. You should make a copy of it before configuring the template.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds an large attachement to a message.
Cancels a document.
Creates a document.
Creates a new draft message.
Creates a template.
Creates and sends a new message immediately.
Deletes a document or template. Only cancelled documents and draft documents or templates can be deleted.
Deletes a message.
Downloads a final pdf.
FAQ