Release Notes | 2024/10/21

Docusign & HubSpot Integration 
  • New functionality
    • Ability to create fields/custom fields on documents sent via "Docusign Send Document for Signature" action
    • Sync values to HubSpot from created fields/custom Fields to HubSpot properties 
    • Knowledge base article Here
  • Bugfixes
    • Sync values from Docusign documents to HubSpot properties
    • Fixed fields not being created when using phone property types 
DocMergy Microsoft Word
  • Update action label

 

 

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