BIM 360 and DocuSign integrations and automations

Seamlessly connect BIM 360 and DocuSign. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

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…

BIM 360
  • New or updated document in a project folder
    New or updated document in a project folder in BIM 360
  • New or updated document in a project folder and subfolders
    New or updated document in a project folder and subfolders in BIM 360
  • New or updated issue (V2) in a project
    New or updated issue (V2) in a project in BIM 360
  • New or updated object in a project
    New or updated object in a project in BIM 360

    • Any other trigger you can think up

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…

BIM 360
  • Custom action
    Custom action in BIM 360 (Custom)
  • Create issue in a project (V2)
    Create issue in a project (V2) in BIM 360
  • Create object in a project
    Create object in a project in BIM 360
  • Download cost document in a project
    Download generated cost document in a project in BIM 360
  • Download document in a project
    Download document in a project in BIM 360
  • Download drawing export in a project
    Download drawing export in a project in BIM 360
  • Export drawing in a project
    Export drawing in a project in BIM 360
  • Get document in a project
    Get document in a project in BIM 360
  • Get drawing export status in a project
    Get drawing export status in a project in BIM 360
  • Get folder contents Batch
    Get folder contents in BIM 360
  • Get folder info in a project
    Get folder info in a project in BIM 360
  • Get issue in a project (V2)
    Get issue in a project (V2) in BIM 360
  • Get object in a project
    Get object in a project in BIM 360
  • Get project details
    Get project details in BIM 360
  • Search issues in a project (V2) Batch
    Search issues in a project (V2) in BIM 360
  • Search objects in a project
    Search objects in a project in BIM 360
  • Update issue in a project (V2)
    Update issue in a project (V2) in BIM 360
  • Update object in a project
    Update object in a project in BIM 360
  • Upload document to a project
    Upload document to a project in BIM 360

    • Any other action you can think up

DocuSign
  • Custom action
    Custom action in DocuSign (Custom)
  • Create draft envelope from template
    Create draft envelope from template in DocuSign
  • Create/send document
    Create/send document for signing in DocuSign
  • Download document
    Download document from DocuSign
  • Get envelope
    Get envelope in DocuSign
  • Get envelope recipients
    Get recipients for envelope in DocuSign
  • Get template
    Get template in DocuSign
  • List documents in envelope Batch
    List documents in DocuSign
  • List envelopes Batch
    List envelopes in DocuSign
  • List templates Batch
    List templates in DocuSign
  • Resend envelope
    Resend envelope in DocuSign
  • Send document using a template
    Send document using a template in DocuSign
  • Send envelope by ID
    Send envelope in DocuSign
  • Void envelope
    Void envelope in DocuSign

    • Any other action you can think up

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