DocuSign and Workbot for Microsoft Teams integrations and automations

Seamlessly connect DocuSign and Workbot for Microsoft Teams. 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

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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

Workbot for Microsoft Teams
  • New command Real-time
    New command to Workbot for Teams
  • New help message trigger Real-time
    New help message to Workbot
  • New real-time event Real-time
    Real-time event in Microsoft Teams
  • New message Real-time
    New message event to Workbot for Teams

    • Any other trigger you can think up

Actions

Do this…

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

Workbot for Microsoft Teams
  • Custom action
    Custom action in Workbot for Microsoft Teams (Custom)
  • Delete message
    Delete message in Microsoft Teams
  • Get user info by principal name or user ID
    Get user info by principal name or user ID
  • Response to real-time event
    Response to real-time event in Microsoft Teams
  • Post message
    Post message to user as Workbot
  • Post reply
    Post reply to user as Workbot
  • Post message (old version)
    Post message as Teams Workbot
  • Post reply (old version)
    Post reply as Teams Workbot>
  • Post simple message
    Post simple message as Teams Workbot
  • Post simple reply
    Post simple reply as Teams Workbot

    • Any other action you can think up

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