DocuSign and SFTP integrations and automations

Seamlessly connect DocuSign and SFTP. 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

SFTP
  • New/updated CSV file in directory Batch
    New/updated CSV file in directory on SFTP server
  • New/updated file in directory
    New/updated file in directory on SFTP server

    • 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

SFTP
  • List folder Batch
    List folder in SFTP server
  • Create folder
    Create folder in SFTP server
  • Delete file
    Delete file in SFTP server
  • Delete folder
    Delete folder in SFTP server
  • Rename/move file
    Rename/move file in SFTP server
  • Search files/folders Batch
    Search files or folders in SFTP server
  • Change permission of a file or a folder
    Change permission of a file or a folder in SFTP Server
  • Get file information
    Get file information from SFTP server
  • Download file
    Download file from SFTP server
  • Upload file
    Upload file to SFTP server

    • Any other action you can think up

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