Do everything in one place
Customize your DocuSign and SQL Collection by Workato integration with the following
triggers and actions.
Triggers
When this happens…
DocuSign
- New document receivedNew document received in DocuSign
- New document eventNew document event in DocuSign
- New recipient event Real-timeNew recipient event in DocuSign
Any other trigger you can think up
Actions
Do this…
DocuSign
- Custom actionCustom action in DocuSign (Custom)
- Create/send documentCreate/send document for signing in DocuSign
- Download documentDownload document from DocuSign
- List documents in envelope BatchList documents in DocuSign
- Send document using a templateSend document using a template in DocuSign
Any other action you can think up
SQL Collection by Workato
- Create list BatchCreate list
- Create list from CSV file BatchCreate list from CSV file
- Insert rows BatchInsert rows into list in Collection
- Insert rows from CSV file BatchInsert rows into list in Collection from CSV file
- Query lists BatchQuery lists in Collection
Any other action you can think up
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Easily set up as many intelligent automations you need.
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