How to connect iFOLIO Cloud + Docusign
Zapier lets you send info between iFOLIO Cloud and Docusign automatically—no code required.
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
This integration will send an iFOLIO whenever a new envelope is sent or completed in Docusign.
Step 1: Docusign --> iFOLIO share
Navigate to https://zapier.com/apps/ifolio-cloud/integrations and scroll down to Popular ways to use iFOLIO Cloud.
You are looking for Share an iFOLIO in iFOLIO Cloud when new Docusign envelopes are sent or completed. Then click Try it on the far right.
Step 2: Configuring your trigger step
You will then be taken to the Zapier editor and prompted to log in with your Docusign account. Follow the instructions to connect your account. You should be returned to the Zapier Editor once your connection is made and can continue with the set up.
Click on Test trigger, to have Zapier find a recent registrant in your account. Once you have a successful test event, click continue to keep setting up your Zap.
Step 3: Configuring your action step
Follow the instructions to locate your iFOLIO API Key and connect your account*.
Once your account is connected click continue and you should be in the ‘Set up Action’ portion of your action. At this point, some fields may already be configured for you. You will need to select the User who owns the iFOLIO you wish to send. The dropdown will populate with all users you have access to. Once you select a user, you can select the published iFolio you wish to send.
*You may have to contact your account manager to access your API key.
Step 4: Setting up actions
Once your account is connected click continue and you should be in the Set up Action portion of your action.
At this point, some fields are already configured for you. You will need to select the User who owns the iFOLIO you wish to send. The dropdown will populate with all users you have access to.
Once you select a user, you can select the published iFOLIO you wish to send. If you are gathering the phone number from your Calendly form, you can insert that as well and an email and sms message will be sent.
Step 5a: Message Type
Lastly, select the Message and Signature you wish to send. You can use your default share message, search for a specific message by name, or create a custom one in Zapier!
You can add / edit the share message under Share Settings on iFOLIO dashboard.
Step 5b: Signature
For signatures, you can use your default signature or create a custom one from in Zapier.
You can edit your default signature on the Share Settings of iFOLIO dashboard.
Step 6: Testing your Zap
Once all your fields are configured, you can test your action step (we recommend only testing if you are the one you are sending it too!) and turn on your Zap!
You're all set!
So, now you have linked your Docusign account and successfully tested your trigger. It’s time to give yourself a high-five and keep trucking along.
Once you turn on your Zap, Zapier will automatically share your iFOLIO every time there a new Docusign envelope is sent or completed.
Make every member of your organization feel welcome! Automate onboarding with 2-way communication. This integration will deliver a welcome iFOLIO with everything they need to know when a new user is added in Slack.
Your Zoom webinar registrants are some of your best new prospects, and you want to make sure you're following up with them immediately. This integration helps you do just that, automatically sharing any one of your published iFOLIOs to Zoom webinar registrants, as soon as they're created.
This integration automatically sends your digital business card in iFOLIO Cloud to the prospect who booked with you in Calendly.
Need to provide additional information along with your contracts? Activate this Zap to automatically share one of your published iFOLIOs whenever your envelope recipients sign a DocuSign agreement. Whether you're providing additional instructions or just saying thanks, this integration improves customer experience and makes work easier for you.
It's important to engage with inbound leads while your brand is still top of mind to the customer. With this integration, you can make sure that no leads fall through the cracks in the digital noise. Automate an iFOLIO share to new Google Ads leads, so you never miss out on a hot opportunity again.
Welcome new contacts with this iFOLIO and HubSpot automation. Send an iFOLIO digital portfolio via text message when someone submits a HubSpot form. Whether they’re a new lead, or a subscriber, this integration streamlines your customer engagement process and provides a delightful customer experience with your brand.
Welcome new Mailchimp subscribers with this automation. When a new subscriber is added in Mailchimp, they will automatically receive an iFOLIO portfolio with your customized messaging. Whether you are confirming or welcoming new subscribers, this integration can save time and provide a personalized, cutting-edge customer experience.
Contact Us Today for More Information!
Salesforce Tower, Suite 1555 | 950 East Paces Ferry Rd, ATL GA 30326
Click to call: 470-223-4818 | email@example.com