This is Part 2 of the DocuSign Integration for Active Campaign through Parsey. This article will give you the basics on how to set up the Active Campaign portion.
Setting Up the DocuSign Campaign
Inside Parsey, you will first want to go to your Webhook Parsers and click “Create New Webhook Parser“.
Name your Parser. We recommend having one Parser for each document.
Now copy the parser’s webhook address.
Inside Active Campaign, create a new campaign with a trigger and an Action. Note: This is just an example, you can change it according to your own businesses process.
Set the campaign to be triggered when a tag is applied (or any type of trigger you want to send the document)
Click the “Conditions and Workflow” section, and select “Webhook” from the options.
Paste the URL that you copied from Parsey into the URL field and click “Save“.
IMPORTANT: Now Active the campaign and apply the tag that sends the webhook to a test contact. THIS IS REQUIRED FOR THE NEXT STEP
This is the end of Part 2. Please continue to Part 3.