DocuSign and Yext integrations and automations

Do everything in one place

Customize your DocuSign and Yext 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

Yext
  • New entity
    New entity in Yext
  • New/updated entity
    New/updated entity in Yext

    • 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

Yext
  • Create entity
    Create entity in Yext
  • Custom action
    Custom action in Yext
  • Get entity by ID
    Get entity by ID in Yext
  • Search entities
    Search entities in Yext
  • Search entities with custom filter
    Search entities with custom filter criteria in Yext
  • Update entity
    Update entity in Yext

    • Any other action you can think up

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