DocuSign and Workbot for Microsoft Teams integrations and automations

Seamlessly connect DocuSign and Workbot for Microsoft Teams. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

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

Workbot for Microsoft Teams
  • New command Real-time
    New command to Workbot for Teams
  • New help message trigger Real-time
    New help message to Workbot
  • New real-time event Real-time
    Real-time event in Microsoft Teams
  • New message Real-time
    New message event 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 Batch
    List documents in DocuSign
  • Send document using a template
    Send document using a template in DocuSign

    • Any other action you can think up

Workbot for Microsoft Teams
  • Custom action
    Custom action in Workbot for Microsoft Teams (Custom)
  • Delete message
    Delete message in Microsoft Teams
  • Get user info by principal name or user ID
    Get user info by principal name or user ID
  • Response to real-time event
    Response to real-time event in Microsoft Teams
  • Post message
    Post message to user as Workbot
  • Post reply
    Post reply to user as Workbot
  • Post message (old version)
    Post message as Teams Workbot
  • Post reply (old version)
    Post reply as Teams Workbot
  • Post simple message
    Post simple message as Teams Workbot
  • Post simple reply
    Post simple reply as Teams Workbot

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

Schedule a Demo