DocuSign and Reltio integrations and automations

Seamlessly connect DocuSign and Reltio. 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

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

Reltio
  • Custom action
    Custom action in Reltio (Custom)
  • Add record to entity
    Add record to entiy in Reltio
  • Apply data change request
    Apply data change request in Reltio
  • Create data change request
    Create data change request in Reltio
  • Create record
    Create record in Reltio
  • Create records in bulk
    Create records in bulk in Reltio
  • Decrypt Export Url
    Perform decryption of encrypted Export Url in Reltio
  • Delete entities as Not a Match
    Delete entities as Not a Match in Reltio
  • Delete potential match
    This API removes potential match between two entities which was created earlier
  • Delete record
    Delete record in Reltio
  • Delete records in bulk
    Delete records in bulk in Reltio
  • Export records
    Export records in Reltio
  • Get entities by crosswalks
    Get entities by crosswalks in Reltio
  • Get entities as Not a Match
    Get entities as Not a Match for an entity in Reltio
  • Get entity by crosswalk
    Get entity by crosswalk in Reltio
  • Get Internal task status by ID
    Get Internal task status by ID in Reltio
  • Get matches for entity
    Get matches for entity in Reltio
  • Get potential matches for entity
    Get potential matches for entity in Reltio
  • Get record details by ID
    Get record details by ID in Reltio
  • Get task status by ID
    Get task status by ID in Reltio
  • Match entities
    Match entities in Reltio
  • Merge entities
    Merge entities in Reltio
  • Reject data change request
    Reject data change request in Reltio
  • Search data change request
    Search data change request in Reltio
  • Search records
    Search records in Reltio
  • Mark entities as Not a Match
    Mark entities as Not a Match in Reltio
  • Set entities are potential matches
    Set entities are potential matches in Reltio
  • Unmerge entities
    Unmerge entities in Reltio
  • Unmerge entities tree
    Unmerge entities tree in Reltio
  • Update record
    Update record in Reltio

    • Any other action you can think up

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