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

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

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

Invoiced
  • Read Batch
    Read in Invoiced
  • Webhook Real-time
    New webhook in Invoiced
  • 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

Invoiced
  • Custom action
    Custom action in Invoiced (Custom)
  • Create Contact
    Create a Contact in Invoiced
  • Create Tax Rate
    Create a Tax Rate in Invoiced
  • Get accounting system for object
    Get accounting system for object
  • Get Customer
    Get Customer by external ID
  • List Contacts
    List Contacts
  • List Credit Notes
    List Credit Notes
  • List Customers
    List Customers
  • List Invoices
    List Invoices
  • List Payments
    List Payments
  • List payments for invoice
    Retrieves all payments associated with an invoice in Invoiced
  • List Tax Rates
    List Tax Rates
  • Get Object by ID
    Get a object from Invoiced
  • Update Contact
    Update a Contact in Invoiced
  • Void Invoice
    Mark an Invoice as void in Invoiced
  • Write
    Create object in Invoiced
  • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation