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Customize your Docusign secondary and PlanGrid 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

PlanGrid
  • New object in PlanGrid
    New object in PlanGrid
  • New or updated object in PlanGrid
    New or updated object in PlanGrid
  • 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

PlanGrid
  • Custom action
    Custom action in PlanGrid (Custom)
  • Create object
    Create object in PlanGrid
  • Download object
    Download object in PlanGrid
  • Get object by ID
    Get object in PlanGrid
  • Search objects
    Search objects in PlanGrid
  • Update object
    Update object in PlanGrid
  • Upload object
    Upload object in PlanGrid
  • Any other action you can think up

Let us tailor your Docusign secondary and PlanGrid integrations

Pre-built Docusign secondary and PlanGrid Automations

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