DocuSign and FTP/FTPS integrations and automations

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Customize your DocuSign and FTP/FTPS integration with the following triggers and actions.

Triggers

When this happens…

DocuSign
  • New document event
    New document event in DocuSign

    • Any other trigger you can think up

FTP/FTPS
  • New CSV file Batch
    New CSV file added in directory on FTP/FTPS server
  • New/updated file in directory
    New/updated file in directory on FTP/FTPS server

    • Any other trigger you can think up

Actions

Do this…

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
    List documents in DocuSign
  • Send document using a template
    Send document using a template in DocuSign

    • Any other action you can think up

FTP/FTPS
  • Download file
    Download file contents from FTP/FTPS server
  • List files and directories
    List files and directories from FTP/FTPS server
  • Remove file
    Remove file from FTP/FTPS server
  • Rename file
    Rename a file on FTP/FTPS server
  • Get file information
    Get information about file via its exact file path on FTP-S server
  • Upload file
    Upload a file to FTP/FTPS server

    • Any other action you can think up

Let us tailor your DocuSign and FTP/FTPS integrations

Pre-built DocuSign and FTP/FTPS Automations

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