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Customize your Biz Gate and DocuSign integration with the following
triggers and actions.
Triggers
When this happens…
DocuSign
- New document receivedNew document received in DocuSign
- New document eventNew document event in DocuSign
- New recipient event Real-timeNew recipient event in DocuSign
Any other trigger you can think up
Actions
Do this…
Biz Gate
- BizGate 企業情報を取得Get BizGate 企業 in Biz-Gate
- BizGate 部署情報を取得Get BizGate 部署 in Biz-Gate
- BizGate キーマン情報を取得Get BizGate キーマン in Biz-Gate
- BizGate キーマン人名情報を取得Get BizGate キーマン人名 in Biz-Gate
- BizGate マーケ情報を取得Get BizGate マーケ in Biz-Gate
Any other action you can think up
DocuSign
- Custom actionCustom action in DocuSign (Custom)
- Create/send documentCreate/send document for signing in DocuSign
- Download documentDownload document from DocuSign
- List documents in envelope BatchList documents in DocuSign
- Send document using a templateSend document using a template in DocuSign
Any other action you can think up
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