DocuSign and Iress XPLAN integrations and automations

Seamlessly connect DocuSign and Iress XPLAN. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

Triggers

When this happens…

DocuSign
  • New document received
    New document received in DocuSign
  • New document event
    New document event in DocuSign
  • New recipient event Real-time
    New recipient event in DocuSign

    • Any other trigger you can think up

Actions

Do this…

DocuSign
  • Custom action
    Custom action in DocuSign (Custom)
  • Create/send document
    Create/send document for signing in DocuSign
  • Download document
    Download document from DocuSign
  • List documents in envelope Batch
    List documents in DocuSign
  • Send document using a template
    Send document using a template in DocuSign

    • Any other action you can think up

Iress XPLAN
  • Custom action
    Custom action in XPLAN (Custom)
  • Create record
    Create record in XPLAN
  • Delete record
    Delete record in XPLAN
  • Get record details by ID
    Get record details by ID in XPLAN
  • List records
    List records in XPLAN
  • Search records
    Search records in XPLAN
  • Update record
    Update record in XPLAN

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

Schedule a Demo