Start with a trigger
Select a trigger that sets your workflow in motion.
This could be anything from a new order in your Shopify store to a customer signing up for your newsletter.
Triggers are the starting points that tell MESA when to act.
DocuSign to Yotpo Loyalty Automations | MESA
DocuSign to Yotpo Loyalty Automations
MESA is the most flexible way automate DocuSign to Yotpo Loyalty. Easily add workflows to simplify your work.
Build your own workflows.
MESA helps you make workflows that keeps your business running. A trigger is the event to start a workflow then, actions are performed.
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Topic
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Name
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Redemption
-
Redemption Option
-
Email
-
Customer
-
Perk
-
Topic
-
Name
-
Redemption
-
Redemption Option
-
Email
-
Customer
-
Topic
-
Name
-
Email
-
Customer
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Topic
-
Name
-
Email
-
Customer
-
Perk
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Redemption
-
Redemption Option
-
Topic
-
Name
-
Email
-
Customer
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Topic
-
Name
-
Redemption
-
Redemption Option
-
Email
-
Customer
-
Topic
-
Name
-
Redemption
-
At Checkout
-
Is Pos
-
Redemption Option
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Redemption Option ID
-
Redemption Option Name
-
Email
-
Customer
-
Topic
-
Name
-
Email
-
Customer
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Topic
-
Name
-
Email
-
Customer
-
Perk
-
Redemption
-
Redemption Option
-
Topic
-
Name
-
Email
-
Customer
-
Previous Balance
-
Current Balance
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Difference
-
Added Or Removed
-
Points Changed Reason
-
Topic
-
Name
-
Email
-
Customer
-
Perk
-
Topic
-
Name
-
Email
-
Customer
-
Points Needed
-
Redemption Option
-
Topic
-
Name
-
Point Redemption ID
-
Reward Text
-
Customer
-
Topic
-
Name
-
Redemption Option
-
Redemption Option ID
-
Redemption Option Name
-
Number Of Unused Codes
-
Topic
-
Name
-
Email
-
Customer
-
Redemption Option
-
Topic
-
Name
-
Perk
-
Email
-
Referrer
-
Referral Code
-
Referred Customer
-
Topic
-
Name
-
Email
-
Referral Link
-
Referral Code
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From
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Customer
-
Topic
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Name
-
Email
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From
-
Customer
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Referral Link
-
Topic
-
Name
-
Email
-
Customer
-
Vip Stats
-
Vip Stats Needed Maintain
-
Vip Stats Needed Next
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Topic
-
Name
-
Email
-
Customer
-
New Tier
-
Old Tier
-
Topic
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Name
-
Email
-
Customer
-
Old Tier
-
New Tier
-
Account ID
-
User ID
-
Envelope ID
-
Recipient ID
-
Envelope Summary
-
Account ID
-
User ID
-
Envelope ID
-
Recipient ID
-
Envelope Summary
-
Account ID
-
User ID
-
Envelope ID
-
Recipient ID
-
Envelope Summary
-
Account ID
-
User ID
-
Envelope ID
-
Recipient ID
-
Envelope Summary
-
Account ID
-
User ID
-
Envelope ID
-
Recipient ID
-
Envelope Summary
-
Account ID
-
User ID
-
Envelope ID
-
Recipient ID
-
Envelope Summary
-
Account ID
-
User ID
-
Envelope ID
-
Recipient ID
-
Envelope Summary
-
Account ID
-
User ID
-
Envelope ID
-
Recipient ID
-
Envelope Summary
-
Account ID
-
User ID
-
Envelope ID
-
Recipient ID
-
Envelope Summary
-
Account ID
-
User ID
-
Envelope ID
-
Recipient ID
-
Envelope Summary
-
Account ID
-
User ID
-
Envelope ID
-
Recipient ID
-
Envelope Summary
-
Account ID
-
User ID
-
Envelope ID
-
Recipient ID
-
Envelope Summary
-
Account ID
-
User ID
-
Envelope ID
-
Recipient ID
-
Envelope Summary
-
Account ID
-
User ID
-
Envelope ID
-
Recipient ID
-
Envelope Summary
-
Account ID
-
User ID
-
Envelope ID
-
Recipient ID
-
Envelope Summary
-
Account ID
-
User ID
-
Envelope ID
-
Recipient ID
-
Envelope Summary
-
Account ID
-
User ID
-
Envelope ID
-
Recipient ID
-
Envelope Summary
-
Account ID
-
User ID
-
Envelope ID
-
Recipient ID
-
Envelope Summary
-
Account ID
-
User ID
-
Envelope ID
-
Recipient ID
-
Envelope Summary
-
Account ID
-
User ID
-
Envelope ID
-
Recipient ID
-
Envelope Summary
-
Account ID
-
User ID
-
Envelope ID
-
Recipient ID
-
Envelope Summary
-
Account ID
-
User ID
-
Envelope ID
-
Recipient ID
-
Envelope Summary
-
Account ID
-
User ID
-
Envelope ID
-
Recipient ID
-
Envelope Summary
-
Account ID
-
User ID
-
Envelope ID
-
Recipient ID
-
Envelope Summary
-
Account ID
-
User ID
-
Envelope ID
-
Recipient ID
-
Envelope Summary
-
Account ID
-
User ID
-
Envelope ID
-
Recipient ID
-
Envelope Summary
Approve Point Redemption Cancellation
Confirm point redemption cancellation request.
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ID
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Email
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First Name
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Last Name
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Phone Number
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Country Iso Code
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Has Account
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Opted In
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Opted In At
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Pos Account ID
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Tags
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Customer Email
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Customer ID
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Total Amount Cents
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Currency Code
-
Order ID
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Status
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Created At
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Coupon Code
-
Ip Address
-
User Agent
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Ignore Ip Ua
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Discount Amount Cents
-
Tags
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Clerk Employee ID
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Clerk Name
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Store Address
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Store City
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Store State
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Channel Type
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Items
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Customer
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Customer External ID
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Customer Email
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Phone Number
-
Redemption Option ID
-
Delay Points Deduction
-
Currency
-
Points To Redeem
-
ID
-
Order ID
-
Total Amount Cents
-
Items
-
Item
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Currency
Delete Customer’s Anniversary
Remove customer’s set anniversary date.
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ID
-
Merchant ID
-
Email
-
Referral Link
-
Referral Discount Code
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Reward Points
-
Referral Receipts
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ID
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Created At
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Updated At
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Details
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Expires At
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Type
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Username
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Share Text
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Entity ID
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Hashtags
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URL
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Question
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Title
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Display Order
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Default Email Body
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Reward Text
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Icon
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Cta Text
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Min Actions Required
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Action Name
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Ask Year
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Max Completions Per User
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Next Page Info
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ID
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Name
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Description
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Points Multiplier
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Entry Threshold
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Retain Threshold
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Regain Threshold
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ID
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Created At
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Updated At
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Merchant ID
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Customer ID
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Type
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Referral ID
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Ip Address
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User Agent ID
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Parent Perk ID
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Name
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ID
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Name
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Description
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Icon
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Cost Text
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Amount
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Applies To Product Type
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Duration
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ID
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Code
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Third Party ID
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Email
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ID
-
Name
-
Description
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Icon
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Cost Text
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Amount
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Applies To Product Type
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Duration
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Type
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Discount Amount Cents
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Discount Rate Cents
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Discount Percentage
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Discount Type
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Total Spend Cents
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Total Purchases
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Perks Redeemed
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Last Purchase At
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Email
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Points Earned
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Points Balance
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Points Expire At
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First Name
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Last Name
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Last Seen At
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Thirty Party ID
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Third Party ID
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Pos Account ID
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Has Store Account
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Day
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Month
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Year
Send Referral Emails Referral Referrer
Share referral links by email to a list of email addresses.
Set Customer’s Anniversary
Establishes a customer’s anniversary.
Set Customer’s Birthday
Establish a customer’s birthday.
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Bcc Email Address ID
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Email
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Action
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Completed Date
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Delayed Routing
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Item ID
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Recipient Routing
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Status
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Triggered Date
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Trigger On Item
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Workflow Step ID
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0
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Document End Page
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Document ID
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Document Start Page
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Error Details
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Template ID
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Document End Page
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Document ID
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Document Start Page
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Error Details
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Template ID
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Access Control
-
Attachment ID
-
Attachment Type
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Error Details
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Label
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Name
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Access Control
-
Attachment ID
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Attachment Type
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Error Details
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Label
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Name
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Carbon Copy Original Owner
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Enabled
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Envelope Transfer Rule ID
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Event Type
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From Group
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From User
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Modified Date
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Modified User
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To Folder
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To User
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End Position
-
Envelope Transfer Rules
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Next Uri
-
Previous Uri
-
Result Set Size
-
Start Position
-
Total Set Size
-
Document Fields
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List Custom Fields
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Text Custom Fields
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Assertion ID
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Authentication Instant
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Authentication Method
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Client U R Ls
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Ping Frequency
-
Ping URL
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Recipient ID
-
Return URL
-
Security Domain
-
X Frame Options
-
X Frame Options Allow From URL
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Carbon Copy Original Owner
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Enabled
-
Envelope Transfer Rule ID
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Event Type
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From Groups
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From Users
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Modified Date
-
Modified User
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To Folder
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To User
Create Link to Page for Manually Reviewing Ids
Create an URL for a manual recipient ID review page.
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Display Anchor Prefix
-
Display Anchors
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Display Order
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Display Page Number
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Document Guid
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Document ID
-
Header Label
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Max Screen Width
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Remove Empty Tags
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Show Mobile Optimized Toggle
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Source
-
Display Anchor Prefix
-
Display Anchors
-
Display Order
-
Display Page Number
-
Document Guid
-
Document ID
-
Header Label
-
Max Screen Width
-
Remove Empty Tags
-
Show Mobile Optimized Toggle
-
Source
Create Resource Token for Sender To Request ID Evidence Data
Create a token for a sender to provide identification data for a recipient.
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Envelope ID
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Status
-
Status Date Time
-
Uri
-
Error Details
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Name
-
Original Value
-
Value
Delete Delayed Routing Rules for Envelope Workflow Step
Remove a delayed routing rule for an envelope's workflow step, but first make sure the delay is not in progress.
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Bcc Email Address ID
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Email
-
Configuration Type
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Error Details
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Field ID
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List Items
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Name
-
Required
-
Show
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Value
-
Error Code
-
Message
Delete Envelope Transfer Rule
Remove an envelope transfer rule if you're an Administrator with the enabled Transfer Custody feature.
Delete Page from Document in Envelope
Remove a page from a document in an envelope according to its page number.
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Access Code
-
Access Code Metadata
-
Add Access Code To Email
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Additional Notifications
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Allow System Override For Locked Recipient
-
Auto Responded Reason
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Client User ID
-
Completed Count
-
Consent Details List
-
Custom Fields
-
Declined Date Time
-
Declined Reason
-
Delivered Date Time
-
Delivery Method Metadata
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Document Visibility
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Email
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Email Metadata
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Email Notification
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Email Recipient Post Signing U R L
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Embedded Recipient Start U R L
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Error Details
-
Excluded Documents
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Fax Number Metadata
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First Name
-
First Name Metadata
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Full Name Metadata
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ID Check Configuration Name
-
ID Check Configuration Name Metadata
-
ID Check Information Input
-
Identity Verification
-
Inherit Email Notification Configuration
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Last Name
-
Last Name Metadata
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Name
-
Name Metadata
-
Note
-
Note Metadata
-
Phone Number
-
Recipient Authentication Status
-
Recipient Feature Metadata
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Recipient ID
-
Recipient ID Guid
-
Recipient Type
-
Recipient Type Metadata
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Require ID Lookup
-
Require ID Lookup Metadata
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Role Name
-
Routing Order
-
Routing Order Metadata
-
Sent Date Time
-
Signing Group ID
-
Signing Group ID Metadata
-
Signing Group Name
-
Signing Group Users
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Sms Authentication
-
Social Authentications
-
Status
-
Status Code
-
Suppress Emails
-
Template Locked
-
Template Required
-
Total Tab Count
-
User ID
Delete Scheduled Sending Rules for Envelope's Workflow
Remove scheduled sending rules for an envelope's workflow before the countdown begins.
Delete Template from Document in Envelope
Remove a template from an envelope's document.
Delete Workflow Definition for Envelope
Remove workflow definition of a specified envelope and cancel scheduled email if any.
Delete Workflow Step from Envelope's Workflow Definition
Remove a workflow step from an envelope.
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Access Control
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Attachment ID
-
Attachment Type
-
Error Details
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Label
-
Name
-
End Position
-
Next Uri
-
Pages
-
Previous Uri
-
Result Set Size
-
Start Position
-
Total Set Size
-
Bcc Email Address ID
-
Email
-
Email Subject
-
Envelope ID
-
Form Data
-
Prefill Form Data
-
Recipient Form Data
-
Sent Date Time
-
Status
-
End Position
-
Envelope Transfer Rules
-
Next Uri
-
Previous Uri
-
Result Set Size
-
Start Position
-
Total Set Size
-
Access Control
-
Attachment ID
-
Attachment Type
-
Error Details
-
Label
-
Name
-
Document ID
-
Document ID Guid
-
HTML Definition
-
Document ID
-
Document ID Guid
-
HTML Definition
-
Bulk List ID
-
Resume Date
-
Rules
-
Status
-
Doc Gen Document Status
-
Document ID
-
Doc Gen Form Field List
-
Document ID
-
Document Name
-
Error Details
-
Name
-
Template ID
-
Template Match
-
Uri
-
Document ID
-
Document Name
-
Error Details
-
Name
-
Template ID
-
Template Match
-
Uri
-
Current Workflow Step ID
-
Resume Date
-
Scheduled Sending
-
Workflow Status
-
Workflow Steps
-
Added Recipient Ids
-
Attachment Tab ID
-
Authoritative Copy
-
Authoritative Copy Metadata
-
Available Document Types
-
Contains Pdf Form Fields
-
Display
-
Display Metadata
-
Doc Gen Document Status
-
Doc Gen Errors
-
Doc Gen Form Fields
-
Document Fields
-
Document ID
-
Document ID Guid
-
Error Details
-
Include In Download
-
Include In Download Metadata
-
Is Doc Gen Document
-
Name
-
Name Metadata
-
Order
-
Pages
-
Signer Must Acknowledge
-
Signer Must Acknowledge Metadata
-
Size Bytes
-
Template Locked
-
Template Required
-
Type
-
Uri
-
Document URL
-
Event Fields
-
Error Code
-
Message
-
Error Details
-
Name
-
Original Value
-
Value
-
Configuration Type
-
Error Details
-
Field ID
-
List Items
-
Name
-
Required
-
Show
-
Value
-
Account Esign ID
-
Allow C D Withdraw
-
Allow C D Withdraw Metadata
-
Change Email
-
Change Email Other
-
Company Name
-
Company Phone
-
Copy Cost Per Page
-
Copy Fee Collection Method
-
Copy Request Email
-
Custom
-
Enable Esign
-
Esign Agreement
-
Esign Text
-
Language Code
-
Must Agree To Esign
-
Pdf ID
-
Use Brand
-
Use Consumer Disclosure Within Account
-
Use Consumer Disclosure Within Account Metadata
-
Withdraw Address Line1
-
Withdraw Address Line2
-
Withdraw By Email
-
Withdraw By Mail
-
Withdraw By Phone
-
Withdraw City
-
Withdraw Consequences
-
Withdraw Email
-
Withdraw Other
-
Withdraw Phone
-
Withdraw Postal Code
-
Withdraw State
-
Resume Date
-
Rules
-
Status
Retrieve Document from Envelope
Grab all details about a single document from an envelope.
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Document ID
-
Error Details
-
Recipient ID
-
Rights
-
Visible
-
Account Esign ID
-
Allow C D Withdraw
-
Allow C D Withdraw Metadata
-
Change Email
-
Change Email Other
-
Company Name
-
Company Phone
-
Copy Cost Per Page
-
Copy Fee Collection Method
-
Copy Request Email
-
Custom
-
Enable Esign
-
Esign Agreement
-
Esign Text
-
Language Code
-
Must Agree To Esign
-
Pdf ID
-
Use Brand
-
Use Consumer Disclosure Within Account
-
Use Consumer Disclosure Within Account Metadata
-
Withdraw Address Line1
-
Withdraw Address Line2
-
Withdraw By Email
-
Withdraw By Mail
-
Withdraw By Phone
-
Withdraw City
-
Withdraw Consequences
-
Withdraw Email
-
Withdraw Other
-
Withdraw Phone
-
Withdraw Postal Code
-
Withdraw State
-
Error Code
-
Message
-
Expire After
-
Expire Enabled
-
Expire Warn
-
Allow Comments
-
Allow Markup
-
Allow Reassign
-
Allow View History
-
Any Signer
-
Asynchronous
-
Attachments Uri
-
Authoritative Copy
-
Authoritative Copy Default
-
Auto Navigation
-
Brand ID
-
Brand Lock
-
Certificate Uri
-
Completed Date Time
-
Copy Recipient Data
-
Created Date Time
-
Custom Fields
-
Custom Fields Uri
-
Declined Date Time
-
Delivered Date Time
-
Disable Responsive Document
-
Documents Combined Uri
-
Documents Uri
-
Email Blurb
-
Email Settings
-
Email Subject
-
Enable Wet Sign
-
Enforce Signer Visibility
-
Envelope Attachments
-
Envelope Custom Metadata
-
Envelope Documents
-
Envelope ID
-
Envelope ID Stamping
-
Envelope Metadata
-
Envelope Uri
-
Expire After
-
Expire Date Time
-
Expire Enabled
-
External Envelope ID
-
Folders
-
Has Comments
-
Has Form Data Changed
-
Has Wav File
-
Initial Sent Date Time
-
Is21CFRPart11
-
Is Dynamic Envelope
-
Is Signature Provider Envelope
-
Last Modified Date Time
-
Lock Information
-
Message Lock
-
Notification
-
Notification Uri
-
Power Form
-
Purge Completed Date
-
Purge Request Date
-
Purge State
-
Recipients Lock
-
Recipients Uri
-
Sender
-
Sent Date Time
-
Signer Can Sign On Mobile
-
Signing Location
-
Status
-
Status Changed Date Time
-
Status Date Time
-
Templates Uri
-
Transaction ID
-
Use Disclosure
-
Voided Date Time
-
Voided Reason
-
Workflow
-
Document URL
-
Continuation Token
-
End Position
-
Envelopes
-
Envelope Transaction Statuses
-
Folders
-
Last Queried Date Time
-
Next Uri
-
Previous Uri
-
Result Set Size
-
Start Position
-
Total Set Size
Retrieve Initials Image for User
Grab the image of the user's initials.
Retrieve Page Image from Envelope for Display
Grab all details about an image of document page for display.
Retrieve PDF Transcript of All Comments in Envelope
Grab a PDF file of all comments added to an envelope's documents.
Retrieve Signature Image Information for Signer/Sign-in-Person Recipient
Grab user signature image in the same format as uploaded.
-
Adopted Date Time
-
Created Date Time
-
Custom Field
-
Date Stamp Properties
-
Disallow User Resize Stamp
-
Error Details
-
External ID
-
Image Base64
-
Image Type
-
Initials150 Image ID
-
Initials Image Uri
-
Is Default
-
Last Modified Date Time
-
Nrds ID
-
Nrds Last Name
-
Nrds Status
-
Phonetic Name
-
Signature150 Image ID
-
Signature Font
-
Signature ID
-
Signature Image Uri
-
Signature Initials
-
Signature Name
-
Signature Rights
-
Signature Type
-
Stamp Format
-
Stamp Image Uri
-
Stamp Size M M
-
Stamp Type
-
Status
-
Action
-
Completed Date
-
Delayed Routing
-
Item ID
-
Recipient Routing
-
Status
-
Triggered Date
-
Trigger On Item
-
Workflow Step ID
-
Access Code
-
Access Code Metadata
-
Add Access Code To Email
-
Additional Notifications
-
Allow System Override For Locked Recipient
-
Auto Responded Reason
-
Client User ID
-
Completed Count
-
Consent Details List
-
Custom Fields
-
Declined Date Time
-
Declined Reason
-
Delivered Date Time
-
Delivery Method Metadata
-
Document Visibility
-
Email
-
Email Metadata
-
Email Notification
-
Email Recipient Post Signing U R L
-
Embedded Recipient Start U R L
-
Error Details
-
Excluded Documents
-
Fax Number Metadata
-
First Name
-
First Name Metadata
-
Full Name Metadata
-
ID Check Configuration Name
-
ID Check Configuration Name Metadata
-
ID Check Information Input
-
Identity Verification
-
Inherit Email Notification Configuration
-
Last Name
-
Last Name Metadata
-
Name
-
Name Metadata
-
Note
-
Note Metadata
-
Phone Number
-
Recipient Authentication Status
-
Recipient Feature Metadata
-
Recipient ID
-
Recipient ID Guid
-
Recipient Type
-
Recipient Type Metadata
-
Require ID Lookup
-
Require ID Lookup Metadata
-
Role Name
-
Routing Order
-
Routing Order Metadata
-
Sent Date Time
-
Signing Group ID
-
Signing Group ID Metadata
-
Signing Group Name
-
Signing Group Users
-
Sms Authentication
-
Social Authentications
-
Status
-
Status Code
-
Suppress Emails
-
Template Locked
-
Template Required
-
Total Tab Count
-
User ID
-
URL
Retrieves a PDF document from the envelope with no CoC.
DARRYL
Retrieves Attachment from Envelope
Grab all details about an attachment from an envelope.
Revoke Correction View URL To Envelope UI
Revoke the envelope UI correction view URL.
Rotate Page Image from Envelope for Display
Rotate a page image to display left or right.
-
Continuation Token
-
End Position
-
Envelopes
-
Envelope Transaction Statuses
-
Folders
-
Last Queried Date Time
-
Next Uri
-
Previous Uri
-
Result Set Size
-
Start Position
-
Total Set Size
-
Envelope ID
-
Error Details
-
List Custom Field Update Results
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Lock Information
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Purge State
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Recipient Update Results
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Text Custom Field Update Results
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Expire After
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Expire Enabled
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Expire Warn
Set Initials Image for Accountless Signer
Update initials image for accountless signer by uploading a gif, png, jpeg or bmp file under 200K in size. The credentials must match the sender and the signer's account must have certain properties set to true.
Set Signature Image for Accountless Signer
Modify signature image for accountless signer with supported image format and size, requires sender credentials and account settings.
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Doc Gen Form Fields
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Document Fields
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Resume Date
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Rules
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Status
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Document Visibility
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Document Visibility
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Bcc Email Addresses
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Reply Email Address Override
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Reply Email Name Override
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List Custom Fields
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Text Custom Fields
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Lock Duration In Seconds
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Locked By App
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Lock Type
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Template Password
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Use Scratch Pad
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Bulk List ID
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Resume Date
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Rules
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Status
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Current Workflow Step ID
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Resume Date
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Scheduled Sending
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Workflow Status
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Workflow Steps
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Action
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Completed Date
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Delayed Routing
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Item ID
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Recipient Routing
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Status
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Triggered Date
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Trigger On Item
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Workflow Step ID
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Combined
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Error Details
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Recipient ID
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Recipient ID Guid
Thousands of professionals trust MESA to help them multiply their impact without multiplying their work.
Why automate DocuSign to Yotpo Loyalty?
DocuSign to Yotpo Loyalty automations get more done in less time. Automate the everyday tasks holding back your potential growth.
Secure Contracts for Wholesale Orders
If you manage B2B sales through your Shopify store, integrating with DocuSign can facilitate seamless and legally-binding contract signing. You can send, track, and manage all agreements digitally, speeding up the sales process and enhancing your clients' trust.
Employment Agreements
Planning to hire for your online store? With DocuSign, you can automate the signing of employment contracts. As soon as you hire someone, the relevant documents can be sent for signature directly from your Shopify dashboard, ensuring a smooth onboarding process.
Supplier Agreements
Manage and sign all your supplier agreements digitally. As you add new products to your Shopify store or negotiate terms with suppliers, having an integrated system with DocuSign allows for fast and secure handling of these essential documents.
Customer Agreements
For specialized products or services that require specific customer agreements, you can set up automated workflows that send the necessary documents to customers for digital signing after purchase. This provides a professional touch and ensures legal compliance.
Record Keeping & Compliance
By having all your signed documents integrated into your Shopify system, you have a unified and secure place to manage all legal records. This not only makes it easier to find and access documents when needed but also aids in compliance with legal and regulatory requirements.
Loyalty Program Creation
Create customized loyalty programs that resonate with your brand. Offer points for purchases, referrals, social media engagement, and more. With Yotpo, managing these programs becomes seamless, attracting loyal customers and incentivizing repeat purchases.
Personalized Rewards
Offer personalized rewards to your customers based on their purchasing habits and interactions with your brand. Whether it's a special birthday discount or exclusive access to new products, Yotpo Loyalty helps you create offers that make customers feel valued.
UGC Reviews
Leverage the power of social proof by integrating customer reviews and user-generated content within your loyalty program. Reward customers for leaving reviews, sharing photos, or engaging on social media, building trust and enhancing your brand image.
Real-Time Analytics & Insights
Gain valuable insights into your customers' behavior and the performance of your loyalty program. Yotpo's real-time analytics help you understand what drives customer loyalty, enabling you to make informed decisions to further enhance your program.
Multi-Channel Engagement
Engage your customers across various channels, from email to social media, and provide a consistent experience wherever they interact with your brand. Yotpo helps create targeted marketing campaigns that resonate with your audience, building lasting connections.
Automate your work in less clicks
MESA makes automation achievable so you can multiply your impact without multiplying the work.
Try MESA for free 7-day trial included. Cancel anytime.How MESA works
MESA helps you connect two or more apps to handle repetitive tasks automatically, no code necessary.
Step 1.
Step 2.
Add an action
Next, choose the action that should follow the trigger.
Actions are the tasks that MESA will perform automatically, such as sending a confirmation email or updating your product inventory.
Linking actions to triggers is how you build a seamless workflow process.
Step 3.
Personalize
Make your workflow even more flexible using built-in apps.
Customize your automation with tools that match your specific needs, whether it's scheduling theme changes or syncing with your CRM.
Personalization ensures your workflows fit your unique business requirements.
All set!
You just made a workflow
Finally, enable your workflow. You've just automated a task that will save you time and reduce manual effort.
With MESA, complex processes become simple, freeing you up to focus on what matters most—growing your business.
Learn how to automate Yotpo Loyalty
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Get help from our team of experts and industry partners, who are dedicated to ensuring your MESA experience is smooth, efficient, and tailored to your exact business needs.
