DocuSign Integration using Opportunities

This is Part 1 and 2 of the  DocuSign Integration through Parsey. Please note that our DocuSign integration requires you to be on our Professional Plan in order to fully configure it.

Part 1: Creating a Template Inside DocuSign

To create a new template inside Docusign, go to the Templates page and click New Template. 

new template

Give your template a Name and a Description, and then click Upload.

name

Once you have uploaded your document, add the Recipients

  1. Role. This is customizable by you so it can be anything you want (i.e. Husband, Owner, etc.)
  2. Leave the Name and Email Address fields blank.
  3. You can also add another recipient.
add recipient

You can also customize the email that your recipients get when you send them the document. 

customize message

On the next page you will see your document with the drag-and-drop fields on the left-hand side of the screen. Use regular Text fields to populate your document with information. Keep in mind that Infusionsoft doesn’t have a “whole address” field, so the address will need to be broken up into StreetCityState, and Zipcode. You can do this by using the Text field on the left-hand side of the screen.

add fields

Now click into each of your fields. On the right-hand side of your screen there is an Advanced drop-down menu. Change to data label for every field. Each Data Label needs to be UNIQUE in order for Parsey to be able to update it. This will make the Parsey side of the configuration way easier for you.

click fields

Continue to customize the document, and don’t forget the signature fields!

signature fields

Part 2: Creating pipeline automation within Infusionsoft

First, log in to Parsey and create an Email Flow for this agreement. 

create mailbox

Copy the Email Address for that documents inbox. We will use this later in the setup. 

copy email

Now, log into Infusionsoft and go to CRM >> Settings.

crm settings

Select “Pipeline Automation”.

pipeline automation

Select the trigger type “When moving from one stage to another” and click “Add Trigger”.

trigger type
add trigger

Select whether the agreement will be triggered by moving an opportunity “into” or “out of” a stage, then select the stage. 

manage trigger

Select “Send an Email..” from the action drop down. 

send email

Select “Email” as the item you wish to send.

Click “Add” to create a new email template. 

Give your template a title. Usually, this is the name of the document to prevent confusion. 

title

Click the “(Change)” link next to the “To:” section. 

change

Paste the Parsey mailbox email address in the “To:” box.

paste

Select “Plain Text” from the Send As section.

plain text

Create the labels for the fields you want to send over to the DocuSign document, and use merge fields to put them next to the labels. ContactId, Email Address, and Name are all required fields. (The fields in my screenshot are just examples, you can also create and merge in fields from the Opportunity record. 

merge
merge fields

Change “Ready to Send?” to Yes, and click “Save”.

ready

Click “Save” on the Action. 

save

Then click Save Trigger. 

save trigger

Infusionsoft will only let you send an email to an email address that is under a contact. Click the “+” icon to create a new contact. Name it the name of the agreement, and the put “Do Not Delete” in the last name. Then paste the email address of the Parsey mailbox. 

add contact

IMPORTANT NOTE: Now you will need to create a ‘Test’ opportunity, and fill out all of the fields that you are going to be merging onto the document. Once you have done that, make the stage move that triggers the pipeline automation. 

Back inside Parsey. Once you have triggered the email to go to Parsey. click the gear icon and select “Edit Parser Fields”. 

edit fields

One by one, create fields by clicking “Add Field” and highlighting the text that that field is supposed to pull out of the email.

add field
save field
yes
confirm
fields

Repeat this process for every field. 

repeat

Once you’ve done that, click the “Contfigure Actions” button in the top right-hand corner of the screen.

configure

Select the Infusionsoft Link to connect to Infusionsoft.

infusionsoft

Continue the setup by following SECTION 2 of Part 3 here: https://docs.parsey.com/article/148-docusign-integration-part-3-parsey