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Customize your DocuSign and Workbot for Microsoft Teams 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

Workbot for Microsoft Teams
  • New command Real-time
    New command to Workbot for Teams
  • 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 trigger you can think up

Workbot for Microsoft Teams
  • Custom action
    Custom action in Workbot for Microsoft Teams (Custom)
  • Get user by User Principal Name
    Get user info by User Principal Name
  • Post message
    Post message as Workbot
  • Post reply
    Post reply as Workbot
  • Post simple message
    Post simple message as Workbot
  • Post simple reply
    Post simple reply as Workbot
  • Any other trigger you can think up

Let us tailor your DocuSign and Workbot for Microsoft Teams integrations

Pre-built DocuSign and Workbot for Microsoft Teams Automations

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