Do everything in one place
Customize your Discover Org and Sign Request integration with the following
triggers and actions.
Triggers
When this happens…
Actions
Do this…
Discover Org
- Search company by email domainSearch company by email domain in Discover org
- Search company by nameSearch company by name in Discover org
- Search person by emailsSearch for people using an email, or a list of emails. Returns 1 or more people if found.
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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