It is very easy to integrate Docusign with ActiveCampaign via Zapier. Here’s a quick tutorial on how to do it:
- Head over to the left-side panel, then click 'Create'.
- Select 'Zaps' from the list of options.
- After that, click 'Trigger' to start the integration process.
- Search for 'Docusign' and select it from the suggested results.
- Next, choose your preferred 'Trigger Event'.
- Tap 'Sign In' afterwards.
- Subsequently, choose the type of your Docusign account and then click 'Yes, Continue to Docusign'.
- Provide your Docusign user credentials, then click 'Log In'
- Lastly, click 'Allow Access' to agree with the terms and grant the necessary permissions.
- Tap 'Continue' to run your inputs and test the Trigger.
- Tap 'Continue' one more time to proceed.
- Following that, find 'ActiveCampaign' and select it as the Action app.
- Next, click the drop-down menu and then choose the 'Action Event' you prefer to use.
- Tap 'Sign In' afterwards.
- Subsequently, enter the API credentials of your ActiveCampaign account into their respective input fields.
- Fill out the input fields with the required information.
- Once done, click 'Continue' to publish and activate the integration.
- After completing these steps, your Docusign account will be integrated instantly with ActiveCampaign.
