Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

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

Actions

Do this…

DocuSign
  • Custom action
    Custom action in DocuSign (Custom)
  • Create draft envelope from template
    Create draft envelope from template in DocuSign
  • Create/send document
    Create/send document for signing in DocuSign
  • Download document
    Download document from DocuSign
  • Get envelope
    Get envelope in DocuSign
  • Get envelope recipients
    Get recipients for envelope in DocuSign
  • Get template
    Get template in DocuSign
  • List documents in envelope Batch
    List documents in DocuSign
  • List envelopes Batch
    List envelopes in DocuSign
  • List templates Batch
    List templates in DocuSign
  • Resend envelope
    Resend envelope in DocuSign
  • Send document using a template
    Send document using a template in DocuSign
  • Send envelope by ID
    Send envelope in DocuSign
  • Void envelope
    Void envelope in DocuSign
  • Any other action you can think up

Exact Online
  • Create customer
    Create customer
  • Create logistics item
    Create logistic item
  • Create project
    Create project
  • Create time transaction
    Create a project time transaction
  • Create time transaction basic
    Create time transaction (basic: alle GUIDs handmatig, geen picklists)
  • Delete customer
    Delete customer
  • Delete logistics item
    Delete logistic item
  • Delete sales invoice
    Delete sales invoice
  • Get customers
    Get customers
  • Get financial transactions
    Get financial transactions
  • Get gl accounts
    Get GL Accounts
  • Get logistics items
    Get logistics items
  • Get project wbs
    Get project WBS
  • Get projects
    Get projects
  • Get sales invoice lines
    Get sales invoice lines
  • Get sales invoices
    Get sales invoices
  • Get time transactions
    Get project time transactions
  • List employees
    List employees (active) – let op: endpoint kan ontbreken in sommige tenants
  • List employees for project basic
    List employees allowed on a project (basic)
  • List project members
    List project members allowed to book time
  • List projects basic
    List projects (basic: ID, Code, Description)
  • List time items
    List time items
  • List time items basic
    List time items (basic: ID, Code, Description)
  • Make api request
    Make API request to Exact Online
  • Update customer
    Update customer
  • Update logistics item
    Update logistic item
  • Update project
    Update project
  • Update time transaction
    Update a project time transaction
  • Any other action you can think up

One platform

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