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

Me Learning
  • Assign Group to a User
    Assigns defined user to user group.
  • Create Organisation Units
    Creates a new organisational unit. To create a top-level unit, leave the 'parentld' field empty.
  • Create User Groups
    Creates a new user group.
  • Delete User Group by ID
    Deletes a user group.
  • Delete a Organisation Unit
    Delete the specified organisational unit along with all its child units.
  • Get User Group by ID
    Retrieves details of a user group.
  • Get Custom Fields
    Lists all custom fields in the workspace.
  • Get a Organisation Unit
    Returns the specified organisational unit along with all its child units.
  • Get Organisation Units
    Returns the complete structure of organisational units within a workspace.
  • get User Groups
    get user groups.
  • Get Users
    Returns the list of users within a workspace.
  • Change Parent of a Organisation Unit
    Moves an organisational unit to a new parent unit..
  • Remove User from a Group
    Removes user from the group.
  • Update a User Group
    Updates the name of a selected existing User Group.
  • Update a Organisation Unit
    Updates the name of a selected existing organisational unit.
  • Any other action you can think up

One platform

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  • Speed
  • Innovation