Maxio and DocuSign integrations and automations

Do everything in one place

Customize your Maxio and DocuSign integration with the following triggers and actions.

Triggers

When this happens…

Maxio
  • New customer
    New customer in Maxio
  • New site event
    New site event in Maxio
  • New subscription
    New subscription in Maxio

    • Any other trigger you can think up

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…

Maxio
  • Custom action
    Custom action in Maxio (Custom)
  • Create charge
    Create charge in Maxio
  • Create subscription
    Create subscription in Maxio
  • Get customer details by ID
    Get customer details from Maxio
  • Get product details by ID
    Get product details from Maxio
  • Get subscription details by ID
    Get subscription details from Maxio
  • Get transaction details by ID
    Get transaction details from Maxio
  • Search customer by reference
    Search customer by reference from Maxio

    • Any other action you can think up

DocuSign
  • Custom action
    Custom action in DocuSign (Custom)
  • Create/send document
    Create/send document for signing in DocuSign
  • Download document
    Download document from DocuSign
  • List documents in envelope Batch
    List documents in DocuSign
  • Send document using a template
    Send document using a template in DocuSign

    • Any other action you can think up

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