DocuSign and Workbot for Workplace integrations and automations

Do everything in one place

Customize your DocuSign and Workbot for Workplace integration with the following triggers and actions.

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 Workplace

New command Real-time
New command to Workbot for Workplace

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 Workplace

Custom action
Custom action in Workbot for Workplace (Custom)
Post attachment
Post attachment as Workbot
Post message
Post message as Workplace Workbot
Post reply
Post reply as Workplace Workbot
Post simple message
Post simple message as Workplace Workbot
Post simple reply
Post simple reply as Workplace Workbot

Any other action you can think up

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