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Connect DocuSign to ActiveCampaign
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=== Step-by-Step Instructions === Below are the detailed steps for configuring the DocuSign integration within ActiveCampaign: # In your ActiveCampaign account, click on the '''Apps''' option. # Use the search bar within the Apps section to locate and select the '''DocuSign''' integration. # Click on the '''Add an account''' button. # A modal window will pop up; click the '''Connect''' button. # You will be redirected to your '''DocuSign''' account. Follow the prompts to log in and grant ActiveCampaign access. # Once access is granted, you will be redirected back to ActiveCampaign. A new modal window will appear; click the '''Continue''' button. # On the next screen, find the '''Recipient Actions''' dropdown. Select the specific DocuSign actions you wish to subscribe to. Important: Tags generated from this integration will be displayed at the bottom of the modal. You will repeat this for each action you want to subscribe to. # After selecting the desired actions, click the '''Continue''' button. # The upcoming screen will show the DocuSign objects and fields that will be created in ActiveCampaign when an action takes place. # Click the '''Continue''' button. # Now, map '''DocuSign fields''' to corresponding '''ActiveCampaign fields'''. Itβs crucial to note that the email address field is required. If you wish to map additional fields, click the '''Add Field''' button. # After all desired fields have been mapped, click the '''Finish''' button.
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