Step 1: Get Webhook URL
Reach out via the blue chat icon in MCA Pilot, email [email protected], WhatsApp wa.me/15559026222, SMS +1 833-610-4177, or invite [email protected] to your company Slack channel to ask us for a Webhook URL.
Step 2: Add Webhook to DocuSeal
Go to DocuSeal > click Settings near the top right > click API on the left sidebar > click Webhooks on the left sidebar > paste in your Webhook URL that you received above.
Then uncheck all the boxes except "form.completed" - that should be the only box checked.
Step 3: Set Up Assignment Rule
If you have a separate form for every rep, you'll need to identify each user in MCA Pilot with their Form ID.
To do this, open each rep's form in DocuSeal. The Form ID is the number in your browser's address bar right after /templates/ (for example, docuseal.com/templates/1234567).
Don't use the share link from the "Link" button. It ends in a code, not the Form ID, and applications won't be assigned to the rep.
Then in MCA Pilot: Go to Settings > Workspace > click into that user's profile > click the "Edit" button in top right corner > paste the Form ID in the "Unique App ID" field > click the "Done" button in top right corner.
Conclusion
Once you follow these 3 steps, then you're good to go. Whenever a merchant fills out the new form, the deal will be created in MCA Pilot and assigned to the correct rep.
Need help? Reach us through the blue chat icon in MCA Pilot, email [email protected], WhatsApp wa.me/15559026222, SMS +1 833-610-4177, or invite [email protected] to your company Slack channel.