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Customize your Acumatica ERP and Sign Request integration with the following
triggers and actions.
Triggers
When this happens…
Acumatica ERP
- New/updated recordNew/updated record in Acumatica ERP
Any other trigger you can think up
Actions
Do this…
Acumatica ERP
- Create recordCreate record in Acumatica ERP
- Create records in batches BatchCreate record in Acumatica ERP
- Custom actionCustom action in Acumatica ERP
- Delete recordDelete record in Acumatica ERP
- Get record detailsGet record by ID in Acumatica ERP
- Search recordsSearch for records in Acumatica ERP
- Update recordUpdate record in Acumatica ERP
- Update records in batches BatchUpdate record in Acumatica ERP
Any other action you can think up
Sign Request
- Custom actionCustom action in (Custom)
- Create documentCreate document in SignRequest
- Get document details by UUIDGet Document in SignRequest
- Get template details by UUIDGet Template in SignRequest
- Search documentsSearch documents in SignRequest
- Search templatesSearch templates in SignRequest
Any other action you can think up
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