Cloud BOT and DocuSign integrations and automations

Do everything in one place

Customize your Cloud BOT and DocuSign integration with the following triggers and actions.

Triggers

When this happens…

Cloud BOT
  • When BOT execution is completed Real-time
    BOT execution completed in Cloud BOT

    • 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…

Cloud BOT
  • Download File
    Download file contents from Cloud BOT
  • Execute BOT
    Execute BOT in Cloud BOT
  • Upload File
    Upload file to Cloud BOT

    • 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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