Do everything in one place
Customize your Clarizen Go and DocuSign integration with the following
triggers and actions.
Triggers
When this happens…
Clarizen Go
- New event Real-timeMonitor task event in Clarizen Go
Any other trigger you can think up
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…
Clarizen Go
- Create taskCreate task in Clarizen Go
- Custom actionCustom action in ClarizenGo
- Search recordsSearch records in Clarizen Go
- Update taskUpdate task in Clarizen Go
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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