DocuSign and Revel Systems integrations and automations

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Customize your DocuSign and Revel Systems 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

Revel Systems

New customer
New customer in Revel Systems
New purchase order
New purchase order in Revel Systems
New sales
New sales in Revel Systems
New time sheet entry
New time sheet entry in Revel Systems
New/updated customer
New/updated customer in Revel Systems
New/updated sales
New/updated sales in Revel Systems

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

Revel Systems

Custom action
Custom action in Revel Systems (Custom)
Create customer
Create customer in Revel Systems
Create employee
Create employee in Revel Systems
Get customer by ID
Get customer by ID in Revel Systems
Update customer
Update customer in Revel Systems
Update employee
Update employee in Revel Systems
Update product
Update product in Revel Systems

Any other action you can think up

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