This is Part 3 of the DocuSign Integration through Parsey. This article will give you the basics on how to set up the Parsey portion.
Configuring Your DocuSign Flow
Inside Parsey, go to your DocuSign Flow which you created in Part 2. Click the "Edit" gear and select "Edit Fields" from the drop-down.
Now select all of the fields you want to Parse from the webhook.
Now click Configure Actions and connect your Infusionsoft account. For the Duplication Method select Use a provided Infusionsoft Contact Id.
Now select Skip this field for this Event for all of your fields except for ContactId. Set that one to Use as Contact Id to update existing record. Then Save Contact Settings. Note: DO NOT ADD ANY OTHER FIELDS TO THIS SECTION.
Now click Add Another Event and select DocuSign Integration from the menu. Note: To see this option you must be on the Parsey Jump Plan.
In the DocuSign Integration window click "+Add Another".
Enter your DocuSign account information and give your account a label. Save the application.
Now you will have the option to select your account from the drop down.
Select your template folder and your template from the drop-down menus.
This next area is used for matching the Infusionsoft fields with the fields on the DocuSign document. Match the " Template Fields" with the "Your Extracted Fields". You can also update information in Infusionsoft. If you do not need to update anything, you can skip all of the fields under "Update Infusionsoft Field".
Select the Fields for the customer you are sending the email to. THESE ARE REQUIRED TO SEND THE DOCUMENT.
These are the Integration Names and Call Names that we will plug into the DocuSign campaign builder to automate actions when the document is Sent, Viewed, Completed, Declined, or Voided.
Here you have the option to upload the signed document to the customers Infusionsoft File Box. Now Click "Save DocuSign Integration".
Scroll to the top of the page, and click the Back to Actions button.
Toggle your Infusionsoft Action from OFF to ON.
This is the end of Part 3. Please continue to Part 4.