Do everything in one place
Customize your Apttus and DocuSign integration with the following
triggers and actions.
Triggers
When this happens…
Apttus
- Object createdObject created in Apttus
- Daily object reviewDaily Object review in Apttus
- Object created/updatedObject created/updated in Apttus
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…
Apttus
- Custom actionCustom action in Apttus (Custom)
- Create objectCreate object in Apttus
- Get related objects BatchGet related object list in Apttus
- Search objects BatchSearch for objects in Apttus
- Update objectUpdate object in Apttus
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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