DocuSign and Priority Software integrations and automations

Do everything in one place

Customize your DocuSign and Priority Software 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

Priority Software
  • Search records using OData query
    Search for records using OData query in Priority Software
  • Batch create record Batch
    Create records in batches in Priority Software
  • Batch update record Batch
    Update records in batches in Priority Software
  • Create record
    Create record in Priority Software
  • Create relative entity
    Create relative entity of entity in Priority Software
  • Custom action
    Custom action in Priority Software
  • Delete record
    Delete record in Priority Software
  • Download file
    Download file from Priority Software
  • Get relative entity details
    Get relative entity of object in Priority Software
  • Get record details by ID
    Get details of specific record in Priority Software
  • Search records
    Search records in Priority Software
  • Update record
    Update record in Priority Software
  • Update relative entity
    Update relative entity of entity in Priority Software
  • Upload file
    Upload file to Priority Software

    • Any other action you can think up

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