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Customize your Docusign secondary and SuccessFactors 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

SuccessFactors
  • New or updated object
    New or updated records in SuccessFactors
  • New or updated objects in batch Batch
    New/Updated records in batch in SuccessFactors
  • 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

SuccessFactors
  • Custom action
    Custom action in SuccessFactors (Custom)
  • Search records using Odata query
    Search for records using Odata query in SuccessFactors
  • Create record
    Creates a record in SuccessFactors
  • Get record details
    Get record details in SuccessFactors
  • Merge record
    Merge record in SuccessFactors
  • Search records
    Search for records in SuccessFactors
  • Update record
    Update record in SuccessFactors
  • Upsert records Batch
    Upsert records in SuccessFactors
  • Upsert record
    Upsert record in SuccessFactors
  • Any other action you can think up

  • Show all 9

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