DocuSign and Workbot for Microsoft Teams integrations and automations

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
  • 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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