Do everything in one place
Customize your DocuSign and Workbot for Microsoft Teams integration with the following triggers and actions.
Triggers
When this happens…
DocuSign
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New document eventNew document event in DocuSign
Any other trigger you can think up
Workbot for Microsoft Teams
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New command Real-timeNew command to Workbot for Teams
Any other trigger you can think up
Actions
Do this…
DocuSign
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Custom actionCustom action in DocuSign (Custom)
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Create/send documentCreate/send document for signing in DocuSign
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Download documentDownload document from DocuSign
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List documents in envelopeList documents in DocuSign
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Send document using a templateSend document using a template in DocuSign
Any other trigger you can think up
Workbot for Microsoft Teams
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Custom actionCustom action in Workbot for Microsoft Teams (Custom)
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Get user by User Principal NameGet user info by User Principal Name
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Post messagePost message as Workbot
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Post replyPost reply as Workbot
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Post simple messagePost simple message as Workbot
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Post simple replyPost simple reply as Workbot
Any other trigger you can think up