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Customize your Docusign secondary and Outreach integration with the following triggers and actions.

Triggers

When this happens…

Docusign secondary
  • New document event
    New document event in Docusign secondary
  • Any other trigger you can think up

Outreach
  • Completed sequence task
    Completed sequence task in Outreach
  • New or updated record Real-time
    New/Updated record in Outreach
  • New record Real-time
    New record in Outreach
  • Any other trigger you can think up

Actions

Do this…

Docusign secondary
  • Custom action
    Custom action in Docusign secondary (Custom)
  • Create/send document
    Create/send document for signing in Docusign secondary
  • Download document
    Download document from Docusign secondary
  • List documents in envelope
    List documents in Docusign secondary
  • Send document using a template
    Send document using a template in Docusign secondary
  • Any other action you can think up

Outreach
  • Custom action
    Custom action in Outreach (Custom)
  • Add a prospect to sequence
    Add a prospect to a sequence in Outreach
  • Add a template to sequence step
    Add a template to a sequence step in Outreach
  • Create record
    Create record in Outreach
  • Get record by ID
    Get record details in Outreach
  • Get steps in a sequence
    Get steps in a sequence in Outreach
  • Search records
    Search records in Outreach
  • Update record
    Update record in Outreach
  • Any other action you can think up

  • Show all 8

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