With Mixmax's DocuSign integration, you can create a Rule to notify your team when a DocuSign envelope is signed. To create rules, you'll need Mixmax's Enterprise plan. To connect with DocuSign, you'll need DocuSign's Enterprise plan.
Here's how to set it up:
1. Go to the Integrations page in the Mixmax web app and click Connect to DocuSign.
2. Enter your DocuSign credentials.
3. Go to the Rules section of the Mixmax dashboard. Create a new rule:
a. Choose a trigger: Click DocuSign.
b. Choose a filter (optional): You can add a filter. For example, you only get notifications when a document with a particular filename is signed.
c. Choose an action: In this example, we'll send a message to a Slack channel.
Want to do more with DocuSign? Let us know what you'd like to see!