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Customize your DocuSign and kickflow integration with the following
triggers and actions.
Triggers
When this happens…
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
kickflow
- New Event Real-timeNew event of object in kickflow
Any other trigger you can think up
Actions
Do this…
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
kickflow
- Custom actionCustom action in kickflow (Custom)
- Create recordCreate record in kickflow
- Delete recordDelete record in kickflow
- Execute operationExecute operation via kickflow
- Get record details by IDGet record details by ID in kickflow
- Search recordsSearch records in kickflow
- Update recordUpdate record in kickflow
Any other action you can think up
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