DocuSign and Zoho Invoice integrations and automations

Do everything in one place

Customize your DocuSign and Zoho Invoice 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

Zoho Invoice
  • New estimate
    New estimate in Zoho Invoice
  • New invoice
    New invoice in Zoho Invoice

    • 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

Zoho Invoice
  • Custom action
    Custom action in Zoho Invoice (Custom)
  • Create estimate
    Create estimate in Zoho Invoice
  • Create invoice
    Create invoice in Zoho Invoice
  • Search items Batch
    Search items in Zoho Invoice

    • Any other action you can think up

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