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Customize your Cvent and DocuSign integration with the following
triggers and actions.
Triggers
When this happens…
Cvent
- New/updated recordNew or updated record in Cvent
- New recordNew record in Cvent
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…
Cvent
- Custom actionCustom action in Cvent (Custom)
- Search records with complex filterSearch records in Cvent
- Custom actionCustom action in Cvent
- Get record detailsGet record in Cvent
- Search recordsSearch records in Cvent
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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