DocuSign and Mx Toolbox integrations and automations

Do everything in one place

Customize your DocuSign and Mx Toolbox integration with the following triggers and actions.

Triggers

When this happens…

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…

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

Mx Toolbox
  • Create monitor
    Create monitor in MxToolbox
  • Custom action
    Custom action in MxToolbox
  • Delete monitor
    Delete monitor in MxToolbox
  • Disable monitor
    Disable monitor in MxToolbox
  • Enable monitor
    Enable monitor in MxToolbox
  • Get monitor details by ID
    Get details of monitor in MxToolbox
  • Get account usage
    Get account usage in MxToolbox
  • List monitors
    List monitors in MxToolbox
  • Run lookup
    Run lookup in MxToolbox

    • Any other action you can think up

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