How to send a DocuSign envelope from a template when the Signeasy envelope is signed

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

To setup this playbook, click "Add trigger" and then select "Envelope signed" under Signeasy. Then, add details like the name. This will allow your playbook to automatically detect the signed Signeasy envelope and initiate necessary actions.

If this is your first time using a Signeasy integration in Relay.app, a prompt will guide you through the connection process.

Integrate the DocuSign automation into your playbook to ensure the prompt send of the specific envelope whenever the envelope in Signeasy is signed.

Click the "Add step" button, then locate the "Send envelope from template" automation for DocuSign and input the mandatory and relevant details.

If your DocuSign account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your DocuSign account.

Activating your playbook is the final step to automate sending an envelope in DocuSign. Once turned on, it will respond to a signed Signeasy envelope by sending an envelope to sign in DocuSign without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.